Adolfo John Montesa is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-04-06 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-11-17 | 2026-04-04 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-08-25 | 2014-11-18 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-01-16 | 2006-05-15 | — |