Unclaimed Profile

Brian Anthony Montanez

MULTNOMAH GROUP, INC.·PORTLAND, Oregon

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredMULTNOMAH GROUP, INC.

1155 SW MORRISON STREET, PORTLAND, OR 97205CRD# 3184104Firm CRD# 132131

Profile Verification

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

Identity

Brian Anthony Montanez · PORTLAND, OR

Registration

CRD #3184104 · MULTNOMAH GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

MULTNOMAH GROUP, INC.

Aug 2007 – present

METLIFE INVESTMENT FUND SERVICES LLC

Aug 2005 – Sep 2006

SOMERSET, NJ

INVESMART ADVISORS INC

Jul 2002 – Aug 2005

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MULTNOMAH GROUP, INC.

CRD 132131 · SEC 801-64554

AUM

$1.3B

Regulatory assets under management

Employees

315 client accounts

Services offered by MULTNOMAH GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MULTNOMAH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Anthony Montanez offer?

Brian Anthony Montanez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Brian Anthony Montanez's credentials?

Brian Anthony Montanez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Anthony Montanez located?

Brian Anthony Montanez is based in PORTLAND, Oregon, working with MULTNOMAH GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Brian Anthony Montanez charge for services?

Brian Anthony Montanez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MULTNOMAH GROUP, INC.?

MULTNOMAH GROUP, INC. has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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