William Montague (CRD# 6650350) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry. William Montague has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cynosure Management, LLC | Salt Lake City, UT | Apr 2023 - Current | 1 |
| Svb Wealth LLC | Newton, MA | Jun 2022 - Apr 2023 | < 1 |
| Svb Investment Services Inc. | Newton, MA | Jun 2022 - Apr 2023 | < 1 |
| Silicon Valley Bank | Newton, MA | Apr 2020 - Apr 2023 | 3 |
| Svb Wealth Advisory | Newton, MA | Apr 2020 - Jun 2022 | 2 |
| Mml Investors Services, LLC | Wellelsey, MA | Jan 2020 - Apr 2020 | < 1 |
| Mass Mutual Life Insurance Company | Wellesley, MA | Dec 2019 - Apr 2020 | < 1 |
| Northwestern Mutual Life Insurance Company | Boston, MA | Apr 2019 - Dec 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Boston, MA | Apr 2019 - Dec 2019 | < 1 |
| Falcon Investment Advisors | Boston, MA | Nov 2017 - Apr 2019 | 1 |
| Morgan Stanley | Boston, MA | May 2016 - Apr 2019 | 2 |
| Citizens Financial Group | Canton, MA | Jan 2017 - Nov 2017 | < 1 |
| Boston Private | Lexington, MA | May 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- MA
- UT
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Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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