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Thomas Kell Montag

BOFA SECURITIES, INC.·NEW YORK, New York
Unclaimed Profile
ONE BRYANT PARK, NEW YORK, NY 10036CRD# 1474696Firm CRD# 283942
01

About

Thomas Kell Montag is a registered financial advisor based in NEW YORK, New York, affiliated with BOFA SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BOFA SECURITIES, INC.
BOFA SECURITIES, INC.
AUM
—
Regulatory assets under management
Employees
314
Total firm employees
View all advisors at BOFA SECURITIES, INC. →
Services
Market timing services
Other
04

Background

Compensation
Other: NEGOTIATED FEES FOR RESEARCH-RELATED SERVICES
Regulatory
SEC/IARD CRD# 1474696
Firm CRD# 283942
16 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Kell Montag offer?
Thomas Kell Montag is a registered financial advisor in NEW YORK, New York. Contact their office for details on services offered.
What are Thomas Kell Montag's credentials?
Thomas Kell Montag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Kell Montag located?
Thomas Kell Montag is based in NEW YORK, New York, working with BOFA SECURITIES, INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Thomas Kell Montag charge for services?
Thomas Kell Montag's firm is compensated through other: negotiated fees for research-related services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOFA SECURITIES, INC.?
BOFA SECURITIES, INC. has approximately 314 employees. The firm is registered with the SEC as an investment adviser.
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