WILLIAM MONTGOMERY CERF is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2015-07-10 | present | Yes |
| BARCLAYS CAPITAL INC. | 2009-01-21 | 2015-07-23 | — |
| LEHMAN BROTHERS INC. | 2008-03-20 | 2008-10-15 | — |