Steven Lewis Montgomery is an investment adviser representative (IAR) with state registration records since 2002, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2003-03-11 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-03-14 | 2003-02-27 | — |