Gerald Montoya (CRD# 6733024) is an Investment Advisor Representative working at Bok Financial Advisors in Albuquerque, NM and has over 7 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bok Financial Securities, Inc. | Albuquerque, NM | Mar 2024 - Current | < 1 |
| Bokf, Na | Albuquerque, NM | Mar 2024 - Current | < 1 |
| Bok Financial | Albuquerque, NM | Apr 2023 - Mar 2024 | < 1 |
| Us Eagle Fcu | Albuquerque, NM | Dec 2022 - Apr 2023 | < 1 |
| Wells Fargo Clearing Services, LLC | Santa Fe, NM | Mar 2017 - Nov 2022 | 5 |
| Wells Fargo Bank, Na | Santa Fe, NM | Jul 2014 - Nov 2022 | 8 |
| Wells Fargo Bank | Santa Fe, NM | Jun 2013 - Nov 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- NM
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Total Assets Under Management738MILLIONS
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Total Number of Accounts3,101ACCOUNTS
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Average Account Value$237,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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