ROBERT E. MONTAVON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with KESTRA ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 2026-08-04 | present | Yes |
| NEWEDGE ADVISORS, LLC | 2021-11-01 | 2026-08-04 | — |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | 2009-11-25 | 2021-11-01 | — |
| UBS FINANCIAL SERVICES INC. | 2002-10-29 | 2009-12-10 | — |