# MICHAEL W MONTAG

MICHAEL W MONTAG is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2022-02-25 | present | Yes |
| [CHOREO, LLC](https://search.stillhousedata.com/firm/111221) | 2007-08-09 | 2022-02-17 | — |
| [GLOBAL PORTFOLIO STRATEGIES, INC.](https://search.stillhousedata.com/firm/105812) | 2006-10-23 | 2007-08-02 | — |
| [PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/40596) | 2002-10-01 | 2004-12-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2700325)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2700325.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.