Ian Montgomery, financial advisor Lancaster PA
90 score

Ian Montgomery

CRD Number: 5911806
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ian Montgomery (CRD# 5911806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lancaster, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Pierce, Fenner & Smith, Inc. Lancaster, PA Apr 2011 - Current 5
Unemployed Washington, DC Jan 2011 - Apr 2011 < 1
Kenesis Corporate And Information Consulting Washington, DC Aug 2009 - Jan 2011 1
Unemployed Dublin, VA May 2009 - Aug 2009 < 1
University Of Richmond Richmond, VA Aug 2006 - May 2009 2
Standard &amp; Poor's Vista Research New York, NY Aug 2008 - Aug 2008 < 1
Dublin Swim Club Dublin, VA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Ian J. Montgomery
Phone Number: 800-637-7455
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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