Scott Montes, financial advisor Huntsville AL

Scott Montes

CRD Number: 3099221
Current Firm: Cloud Investments, LLC

Scott Montes (CRD# 3099221) is an Investment Advisor Representative working at Cloud Investments, LLC in Huntsville, AL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cloud Investments LLC Huntsville, AL Jan 2024 - Current < 1
Keel Point Capital, LLC Huntsville, AL Jun 2017 - Jan 2024 6
Proequities, Inc. Birmingham, AL Dec 2011 - Jun 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Scott A. Montes
Phone Number: 256-715-0094
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    1,353
    ACCOUNTS
  • Average Account Value
    $175,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CO, FL, GA, MN, TN, TX

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