William E Montague is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-05-28 | present | Yes |
| CYNOSURE PORTFOLIO ADVISORS LLC | 2025-10-14 | 2026-05-12 | — |
| THE CYNOSURE GROUP | 2023-04-12 | 2025-10-07 | — |
| SVB WEALTH | 2022-06-28 | 2023-04-25 | — |
| SVB INVESTMENT SERVICES INC. | 2020-04-28 | 2022-07-29 | — |
| MML INVESTORS SERVICES, LLC | 2020-03-09 | 2020-04-21 | — |