Howard Dal Monte has been Partner & CCO of Clarity Wealth Management since January 2016, is a control person of the firm and directly owns between 25% and 50% of it. Howard Dal Monte studied at Northern Arizona University.
Clarity Wealth Management, L.L.C. is a Gilbert, AZ firm with $237M under management, 944 clients and 3 advisers in one office, as of its September 2026 filing.
Howard Dal Monte is Financial Advisor of Clarity Wealth Management. Dal Monte joined LPL Financial in 2015 as a Financial Advisor. Before LPL, Dal Monte was a Financial Advisor at Wells Fargo and at Edward Jones, where Dal Monte helped open a new location in Mesa, AZ.
Howard Dal Monte’s longest registration is the current one, 9 years at Clarity Wealth Management since 2016. Before joining Clarity Wealth Management in 2016, Howard Dal Monte was registered through LPL Financial LLC and Wells Fargo Advisors, LLC.
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- – present · 9 yearsGilbert, AZ · Adviser representative · Firm CRD 284874
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 3 yearsMesa, AZ · Adviser representative · Firm CRD 19616
- Edward Jones– · 2 yearsMesa, AZ · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Howard Dal Monte is registered as an investment adviser representative in Arizona, since November 2016.
- ArizonaSince 8 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2009 |
| Series 7 | General Securities Representative Examination | 4 May 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 January 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 January 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Howard Robard Dal Monte
- CRD
- 5074419
- Firm
- Clarity Wealth Management · CRD 284874
- Role
- Partner & CCO
- Office
- 3303 E BASELINE RD, STE. 107, Gilbert, AZ 85234
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- claritywealthmgt.com
Where does Howard Dal Monte work?
Howard Dal Monte has been Partner & CCO of Clarity Wealth Management, L.L.C. since January 2016, and is a control person of the firm.
Is Howard Dal Monte a financial advisor?
Yes. Howard Dal Monte has a current investment-adviser registration in Arizona, through Clarity Wealth Management since November 2016.
How many years of experience does Howard Dal Monte have?
Howard Dal Monte has 20 years in the financial industry, since February 2006, across 4 adviser firms.
What exams has Howard Dal Monte passed?
Howard Dal Monte has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in January 2006. FINRA credited Howard Dal Monte with the SIE, which began in October 2018.
Where did Howard Dal Monte work before Clarity Wealth Management?
Before Clarity Wealth Management, Howard Dal Monte was registered through Wells Fargo Advisors, LLC, March 2012 to October 2015; Edward Jones, June 2009 to March 2012.
Where is Howard Dal Monte based?
Howard Dal Monte’s registered office is in Gilbert, AZ.
Is Howard Dal Monte registered with FINRA?
Yes. Howard Dal Monte has a current broker registration, under CRD 5074419.
Source: FINRA BrokerCheck
How can I verify Howard Dal Monte’s record?
Search CRD 5074419 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Howard Dal Monte’s full registration record.