Brian Montanez, financial advisor Oakland CA
93 score

Brian Montanez

CRD Number: 3184104
Current Firm: Multnomah Group, Inc.

Brian Montanez (CRD# 3184104) is an Investment Advisor Representative working at Multnomah Group, Inc. in Oakland, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Multnomah Group, Inc. Oakland, CA Jul 2007 - Current 9
Citistreet Advisors Somerset, NJ Sep 2006 - Jul 2007 < 1
Citistreet Equities East Brunswick, NJ Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Brian A. Montanez
Phone Number: 503-772-0159
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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