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Michael Montague

EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, Massachusetts
SIE, Series 7TO, Series 24, Series 63, Series 99Clean recordEASTERLY INVESTMENT PARTNERS LLC
138 CONANT STREET, BEVERLY, MA 01915CRD# 5121305Firm CRD# 299607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Montague · BEVERLY, MA
Registration
CRD #5121305 · EASTERLY INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EASTERLY INVESTMENT PARTNERS LLC
CRD 299607 · SEC 801-114563
AUM
$2.8B
Regulatory assets under management
Employees
19
323 client accounts
Services offered by EASTERLY INVESTMENT PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at EASTERLY INVESTMENT PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Michael Montague offer?
Michael Montague specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Michael Montague's credentials?
Michael Montague is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Montague located?
Michael Montague is based in BEVERLY, Massachusetts, working with EASTERLY INVESTMENT PARTNERS LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Michael Montague charge for services?
Michael Montague's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTERLY INVESTMENT PARTNERS LLC?
EASTERLY INVESTMENT PARTNERS LLC has approximately 19 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EASTERLY INVESTMENT PARTNERS LLC

Richard Snow
BEVERLY, MA
Eric Frank Colandrea
BEVERLY, MA
Grace Kay Bosserman
NEW YORK, NY
John William Murphy
BEVERLY, MA
Kenneth G Juster
BEVERLY, MA

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Nearby cities in Massachusetts
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Research
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