Financial ADVSR advisor directory · SEC adviser records
Montag financial advisors in Georgia
Every SEC-registered investment adviser representative at a Montag office in Georgia, by city and A to Z.
9 registered advisors work at Montag in Georgia, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Atlanta (9). 3 list the CFP designation and 0 are also registered broker representatives.
Montag advisors by city in Georgia
Every firm in Georgia →Montag advisors in Georgia, A to Z
Search by name →- Helen M. DonahueAtlanta · Chartered Financial Analyst
- Thomas J. KeenanAtlanta · Certified Financial Planner
- Olga V. LeeAtlanta · Chartered Financial Analyst
- Lawrence E. MendelAtlanta
- Christine R. QuillianAtlanta · Certified Financial Planner, Chartered Financial Analyst
- Kenneth W. Shaw Jr.Atlanta · Chartered Financial Analyst
- Hong-Tsun SimonAtlanta · Chartered Financial Analyst
- Michael D. SmithAtlanta
- Kayla M. WhitakerAtlanta · Certified Financial Planner
Montag advisors in every state →Montag: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Montag financial advisors are in Georgia?
9 investment adviser representatives are registered at Montag offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Georgia does Montag have the most advisors?
Atlanta, with 9. Montag has advisors in 1 city in Georgia.
How do I check a Montag advisor in Georgia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Montag office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.