MONTGOMERY WEALTH MANAGEMENT, LLC
CRD #299231 SEC #801-114655 MORRISTOWN, NJ 833-349-6961
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHINNERS, WILLIAM, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHINNERS, WILLIAM, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHINNERS, WILLIAM, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHINNERS, WILLIAM, JAMES | I | MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 13, 2019 REGISTERED
Notice Filings (42)
AR AZ CA CT DC DE FL GA IA IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY OH OK OR PA PR RI SC TN TX VA VI VT WI
Address
360 MT. KEMBLE AVENUEMORRISTOWN, NJ 07960
United States
Phone: 833-349-6961