REBECCA MONTES is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-12-23 | 2025-03-31 | — |
| EDGE CAPITAL GROUP, LLC | 2021-06-26 | 2023-10-23 | — |