# Risa L LaMontagne

Risa L LaMontagne is an investment adviser representative (IAR) with state registration records since 2000, appearing at 8 firms. Currently registered with MORNINGSTAR INVESTMENT MANAGEMENT LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORNINGSTAR INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/108031) | 2025-01-07 | present | Yes |
| [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | 2023-01-24 | 2025-01-07 | — |
| [SANCTUARY ADVISORS, LLC](https://search.stillhousedata.com/firm/226606) | 2022-02-09 | 2022-03-11 | — |
| [TRANSAMERICA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/107319) | 2019-10-11 | 2021-05-25 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-12-19 | 2009-08-03 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2003-06-13 | 2006-12-11 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 2002-07-31 | 2002-11-26 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2000-10-13 | 2002-07-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1248822)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1248822.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.