# William E Montague

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOCUS PARTNERS WEALTH, LLC](https://search.stillhousedata.com/firm/159289) | 2026-05-28 | present | Yes |
| [CYNOSURE PORTFOLIO ADVISORS LLC](https://search.stillhousedata.com/firm/337747) | 2025-10-14 | 2026-05-12 | — |
| [THE CYNOSURE GROUP](https://search.stillhousedata.com/firm/281399) | 2023-04-12 | 2025-10-07 | — |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2022-06-28 | 2023-04-25 | — |
| [SVB INVESTMENT SERVICES INC.](https://search.stillhousedata.com/firm/168116) | 2020-04-28 | 2022-07-29 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2020-03-09 | 2020-04-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6650350)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6650350.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.