Rachelle Dal Monte has been an investment adviser representative at Clarity Wealth Management since December 2018, and is not listed among the firm’s executive officers or direct owners. Rachelle 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.
Rachelle Dal Monte is LPL Registered Administrative Associate of Clarity Wealth Management. Dal Monte joined Howard Dal Monte as his Licensed Financial Advisor Assistant at LPL Financial in January 2018, after working as a Stockbroker at Scottrade for 9 years and at Chase Bank for 4 years, leaving as a Licensed Personal Banker.
Rachelle Dal Monte’s longest registration is the current one, 7 years at Clarity Wealth Management since 2018. Before joining Clarity Wealth Management in 2018, Rachelle Dal Monte was registered through Scottrade Investment Management.
- – present · 7 yearsGilbert, AZ · Adviser representative · Firm CRD 284874
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Investment adviser representative registrations
Rachelle Dal Monte is registered as an investment adviser representative in Arizona, since December 2018.
- ArizonaSince 19 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 October 2017 |
| Series 7 | General Securities Representative Examination | 27 May 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 January 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 November 2007 |
- 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
- Rachelle Lee Dal Monte
- CRD
- 5451071
- Firm
- Clarity Wealth Management · CRD 284874
- Office
- 3303 E BASELINE RD, STE. 107, Gilbert, AZ 85234
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- claritywealthmgt.com
Where does Rachelle Dal Monte work?
Rachelle Dal Monte is an investment adviser representative registered through Clarity Wealth Management, L.L.C. since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Rachelle Dal Monte a financial advisor?
Yes. Rachelle Dal Monte has a current investment-adviser registration in Arizona, through Clarity Wealth Management since December 2018.
How many years of experience does Rachelle Dal Monte have?
Rachelle Dal Monte has 18 years in the financial industry, since March 2008, across 2 adviser firms.
What exams has Rachelle Dal Monte passed?
Rachelle 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 November 2007. FINRA credited Rachelle Dal Monte with the SIE, which began in October 2018.
Where did Rachelle Dal Monte work before Clarity Wealth Management?
Before Clarity Wealth Management, Rachelle Dal Monte was registered through Scottrade Investment Management, October 2017 to December 2017.
Where is Rachelle Dal Monte based?
Rachelle Dal Monte’s registered office is in Gilbert, AZ.
Is Rachelle Dal Monte registered with FINRA?
Yes. Rachelle Dal Monte has a current broker registration, under CRD 5451071.
Source: FINRA BrokerCheck
How can I verify Rachelle Dal Monte’s record?
Search CRD 5451071 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Rachelle Dal Monte’s full registration record.
