Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination Priorities

Adviser and broker representative · Equitable Advisors, LLC

Wyatt T. Montague

CRD 7427528 · San Diego, CA

At a glance

Wyatt T. Montague is an investment adviser representative with Equitable Advisors, LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wyatt’s SEC record dates to 2021, about 4 years ago. Wyatt is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2021 (4 years)
Designations
None on file
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Wyatt’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
Locked
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
Open Atlas free

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 and FINRA BrokerCheck.

More at Equitable Advisors, LLC

Every advisor at Equitable Advisors, LLC →Equitable Advisors, LLC: assets, clients and custodians →Equitable news, moves and payouts →Financial advisors in San Diego, CA →Every Equitable Advisors, LLC advisor in San Diego →Advisor Moves: who changed firms this week →