Amy Leigh Carcione
Investment adviser representative at Montag
15 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets
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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
15 years in the industry.
- MontagDec 2020 to now
- A. Montag & AssociatesSep 2020 to now
- Fulton County SchoolsDec 2019 to Aug 2020
- UnemployedJul 2011 to Nov 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
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
- 4156253
- Firm CRD
- 105756