Investment adviser representative · Montz Harcus Wealth Management
Joseph C. Montz
CRD 1656101 · New Orleans, LA
At a glance
Joseph C. Montz is an investment adviser representative with Montz Harcus Wealth Management in New Orleans, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- Montz Harcus Wealth ManagementSince June 2019New Orleans, LA · $876M in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Montz Harcus Wealth Management
- Morell S. Crane IIINew Orleans
- Bennett L. DuffyNew Orleans
- Alexander B. HarcusNew Orleans · Certified Financial Planner
- Christine C. MontzNew Orleans · Certified Financial Planner
- Mary E. BrownDaphne
Every advisor at Montz Harcus Wealth Management →Montz Harcus Wealth Management: assets, clients and custodians →Financial advisors in New Orleans, LA →Every Montz Harcus Wealth Management advisor in New Orleans →Advisor Moves: who changed firms this week →