Unclaimed Profile

Martin Foote Oppenheimer

MONTGOMERY INVESTMENT MANAGEMENT INC·ROCKVILLE, Maryland

SIE, Series 4, Series 7, Series 15, Series 24, Series 63, Series 65Clean record35 years registeredMONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852CRD# 722978Firm CRD# 105417

Profile Verification

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

Identity

Martin Foote Oppenheimer · ROCKVILLE, MD

Registration

CRD #722978 · MONTGOMERY INVESTMENT MANAGEMENT INC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTGOMERY INVESTMENT MANAGEMENT INC

MORGAN STANLEY

Oct 2013 – May 2023

Pittsboro, NC

MONTGOMERY INVESTMENT MANAGEMENT INC

Dec 1990 – Oct 2013

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 15

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Martin Foote Oppenheimer offer?

Martin Foote Oppenheimer specializes in Investment Management, Fee-Only Advisory.

What are Martin Foote Oppenheimer's credentials?

Martin Foote Oppenheimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Foote Oppenheimer located?

Martin Foote Oppenheimer is based in ROCKVILLE, Maryland, last registered with MONTGOMERY INVESTMENT MANAGEMENT INC.

How does Martin Foote Oppenheimer charge for services?

Martin Foote Oppenheimer'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.

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