Financial ADVSR advisor directory · SEC adviser records
Montag financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Montag office in Atlanta, A to Z.
9 registered advisors work at Montag in Atlanta, out of 9 at the firm nationwide; it ranks number 79 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Montag advisors in Atlanta, A to Z
Every Montag advisor →- Helen M. DonahueChartered Financial Analyst
- Thomas J. KeenanCertified Financial Planner
- Olga V. LeeChartered Financial Analyst
- Lawrence E. MendelInvestment adviser rep
- Christine R. QuillianCertified Financial Planner, Chartered Financial Analyst
- Kenneth W. Shaw Jr.Chartered Financial Analyst
- Hong-Tsun SimonChartered Financial Analyst
- Michael D. SmithInvestment adviser rep
- Kayla M. WhitakerCertified Financial Planner
Montag advisors in every city and state →Montag: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Montag have in Atlanta?
9 investment adviser representatives are registered at Montag offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Montag one of the largest advisor employers in Atlanta?
Montag ranks number 79 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Montag advisor in Atlanta?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.