STEVEN RICHARD MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with CLEARVIEW FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARVIEW FINANCIAL PARTNERS, LLC | 2018-05-03 | present | Yes |
| THE WHARTON ADVISORY GROUP, LLC | 2011-09-01 | 2018-07-05 | — |
| LPL FINANCIAL LLC | 2008-09-29 | 2013-03-27 | — |