Tina Marie Montoya
Investment adviser representative at Osaic Wealth, Inc.
25 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsDec 2023 to Jun 2024
- Securities America, Inc.Dec 2023 to Jun 2024
- Osaic Wealth, Inc.Sep 2023 to Nov 2023
- Sagepoint Financial, Inc.Jan 2009 to Sep 2023
- IcmApr 2001 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4387760
- Firm CRD
- 23131