Unclaimed Profile

Calvin Scott Koonce

MONTGOMERY INVESTMENT MANAGEMENT INC·ROCKVILLE, Maryland

SIE, Series 4, Series 6TO, Series 7, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TO35 years registeredMONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852CRD# 706385Firm CRD# 105417

Profile Verification

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

Identity

Calvin Scott Koonce · ROCKVILLE, MD

Registration

CRD #706385 · MONTGOMERY INVESTMENT MANAGEMENT INC · 35 years registered

Brand Profile

Not yet started

Career History

MONTGOMERY INVESTMENT MANAGEMENT INC

Jun 2015 – present

MONTGOMERY INVESTMENT MANAGEMENT INC

Dec 1990 – Dec 2014

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6TO

Series 7

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · December 10, 1990

Years registered · 35

Disclosure History

1987Regulatory·Final

1986Regulatory·Final

1983Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

MONTGOMERY INVESTMENT MANAGEMENT INC

CRD 105417 · SEC 801-30150

AUM

$364M

Regulatory assets under management

Employees

118 client accounts

Services offered by MONTGOMERY INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONTGOMERY INVESTMENT MANAGEMENT INC →

Introduction

Speak with Calvin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Calvin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Calvin Scott Koonce offer?

Calvin Scott Koonce specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Calvin Scott Koonce's credentials?

Calvin Scott Koonce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Calvin Scott Koonce located?

Calvin Scott Koonce is based in ROCKVILLE, Maryland, working with MONTGOMERY INVESTMENT MANAGEMENT INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Calvin Scott Koonce charge for services?

Calvin Scott Koonce'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 INVESTMENT MANAGEMENT INC?

MONTGOMERY INVESTMENT MANAGEMENT INC has approximately 3 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →