# BRADLEY SCOTT MONTGOMERY

BRADLEY SCOTT MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2008, appearing at 7 firms. Currently registered with GREAT LAKES BAY FINANCIAL LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREAT LAKES BAY FINANCIAL LLC](https://search.stillhousedata.com/firm/297138) | 2026-03-10 | present | Yes |
| [GREAT LAKES BAY FINANCIAL LLC](https://search.stillhousedata.com/firm/297138) | 2022-02-22 | 2025-12-31 | — |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2018-07-18 | 2022-03-16 | — |
| [RICHMARK PRIVATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/290854) | 2018-07-03 | 2022-04-07 | — |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2014-01-27 | 2018-06-28 | — |
| [L.M. KOHN & COMPANY](https://search.stillhousedata.com/firm/27913) | 2012-08-14 | 2014-01-24 | — |
| [LEONARD & COMPANY](https://search.stillhousedata.com/firm/36527) | 2010-02-24 | 2012-07-23 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2008-03-06 | 2008-09-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5139426)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5139426.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.