Scott Montgomery is a ChFC-designated registered investment advisor, based in Fort Lauderdale, FL, with 38 years of industry experience.
Location
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an insurance agent selling various insurance products since 2013, dedicating about a quarter to half of his time. He is also an investment advisor at Provenance Wealth Advisors and the CEO of SRM Wealth Advisors, Inc., which takes minimal time.
Employment History
Current Registrations
Pwa Securities, LLCBroker
Provenance Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Cigna Financial Advisors,inc.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.