# ISAIAH MONTGOMERY

ISAIAH MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2010, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-09-23 | 2025-03-31 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-01-26 | 2022-05-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-09-04 | 2022-05-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-09-04 | 2022-05-31 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2016-05-31 | 2018-08-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-11-09 | 2016-03-04 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-11-23 | 2011-08-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5844718)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5844718.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.