ROBERT SHANNON MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2023-06-16 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2023-06-20 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-04-04 | 2009-10-23 | — |