Brendan James Wagner
Investment adviser representative at Montag
10 yearsExperience
1 stateRegistered in
$3BFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- MontagMay 2017 to now
- A. Montag & Associates, Inc.Apr 2017 to now
- Gratus Capital, LLCMay 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Montag
Legal name: Montag A & Associates Inc
$3BAssets managed
503Clients
9Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3253396
- Firm CRD
- 105756