ISAIAH MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2010, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-09-23 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2022-05-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-09-04 | 2022-05-31 | — |
| TD AMERITRADE, INC. | 2018-09-04 | 2022-05-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2016-05-31 | 2018-08-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-11-09 | 2016-03-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-11-23 | 2011-08-19 | — |