Erik Montalvo is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-04-28 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2020-02-20 | 2026-02-24 | — |
| M&T SECURITIES, INC. | 2015-02-24 | 2020-01-06 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-12-22 | 2014-04-04 | — |