Unclaimed Profile

John Edward Montgomery

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

Series 7, Series 8, Series 40, Series 63, Series 65Clean record23 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 808621Firm CRD# 153075

Profile Verification

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

Identity

John Edward Montgomery · RESTON, VA

Registration

CRD #808621 · CAPITAL FIDUCIARY ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL FIDUCIARY ADVISORS, LLC

CAPITAL FIDUCIARY ADVISORS, LLC

Apr 2014 – Jun 2017

BETHESDA, MD

MONTGOMERY BROTHERS, CAPPIELLO, LLC

Jan 2004 – Dec 2011

BETHESDA, MD

MONTGOMERY BROTHERS INC

Apr 2003 – Mar 2014

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 40

Series 63

Series 65

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing 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 CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Montgomery offer?

John Edward Montgomery specializes in Financial Planning, Investment Management, Wealth Management.

What are John Edward Montgomery's credentials?

John Edward Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Montgomery located?

John Edward Montgomery is based in RESTON, Virginia, last registered with CAPITAL FIDUCIARY ADVISORS, LLC.

How does John Edward Montgomery charge for services?

John Edward Montgomery'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 CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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