Stephen Montez is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with EQUITABLE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EQUITABLE ADVISORS, LLC | 2025-09-12 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-08-14 | 2025-07-16 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-06-27 | 2024-03-06 | — |