Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Fairport
13yrs
Based in Fairport, New York, Daniel Monte is a fiduciary financial advisor with 13 years of industry experience. Daniel joined Sage Tree Wealth in 2025, after six years at Harbor Capital Advisory Services. Sage Tree Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 123 advisors with offices in Fairport, and one of 98 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office10 East Church Street, Fairport, NY 14450
FirmSage Tree Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$152,778
Advisors at the firm2
States licensed ?1 state
Services through Sage Tree Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowSage Tree WealthCurrent firm
- 2019 – 2024Sage Tree WealthPreviously
- 2013 – 2019Harbor Capital Advisory Services, Inc.Previously
Contact Daniel
Local office(585) 425-4090Ask for Daniel. (585) 500-2579Main office 10 East Church StreetFairport, NY 14450Office · Get directions LinkedIn pageSage Tree Wealth
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (585) 425-4090 or the Sage Tree Wealth main office at (585) 500-2579, and ask for Daniel Monte.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sage Tree Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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