Paul Montgomery, financial advisor Spring City PA

Paul Montgomery

CRD Number: 2020148
Current Firm: Scotia Partners, LLC

Paul Montgomery (CRD# 2020148) is an Investment Advisor Representative working at Scotia Partners, LLC in Spring City, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Scotia Partners, LLC Spring City, PA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Paul J. Montgomery
Phone Number: (484)932-8560
Registered State(s):
  • PA
Current Firm Details
Scotia Partners, LLC
Firm's CRD Number: 140568
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $9,217,451
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PA

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