Unclaimed Profile

Justin Zegalia

MONTGOMERY ASSET MANAGEMENT, LLC·MCDONOUGH, Georgia

Series 7, Series 24, Series 63, Series 6523 years registeredMONTGOMERY ASSET MANAGEMENT, LLC

255 RACE TRACK ROAD, MCDONOUGH, GA 30252CRD# 4133578Firm CRD# 150586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Zegalia · MCDONOUGH, GA

Registration

CRD #4133578 · MONTGOMERY ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTGOMERY ASSET MANAGEMENT, LLC

BLUEGRASS CAPITAL ADVISORS, LLC

Mar 2012 – Jul 2012

LOUISVILLE, KY

MONTGOMERY ASSET MANAGEMENT, LLC

Aug 2010 – Dec 2012

MCDONOUGH, GA

FSC SECURITIES CORPORATION

Mar 2007 – Jun 2010

MCDONOUGH, GA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2003 – Mar 2007

ATLANTA, GA

CITIGROUP GLOBAL MARKETS INC.

Apr 2003 – Nov 2003

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 2003

Years registered · 23

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONTGOMERY ASSET MANAGEMENT, LLC

CRD 150586 · SEC 801-71711

AUM

$10M

Regulatory assets under management

Employees

350 client accounts

Services offered by MONTGOMERY ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONTGOMERY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Zegalia offer?

Justin Zegalia specializes in Investment Management, Fee-Only Advisory.

What are Justin Zegalia's credentials?

Justin Zegalia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Zegalia located?

Justin Zegalia is based in MCDONOUGH, Georgia, last registered with MONTGOMERY ASSET MANAGEMENT, LLC.

How does Justin Zegalia charge for services?

Justin Zegalia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTGOMERY ASSET MANAGEMENT, LLC?

MONTGOMERY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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