Steven Richard Montgomery
Investment adviser representative at Clearview Financial Partners
24 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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
Experience
24 years in the industry.
- Clearview Financial Partners, LLCMay 2018 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp. )May 2002 to now
- The Wharton Advisory Group, LLCAug 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Clearview Financial Partners
Legal name: Clearview Financial Partners, LLC
$1.1BAssets managed
669Clients
6Advisers
7 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
- 4534651
- Firm CRD
- 286168