Regina Angela Montrony
Investment adviser representative at Pentegra Investors, Inc.
24 yearsExperience
1 stateRegistered in
$5.6BFirm assets
36 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Pentegra Services IncAug 2008 to now
- Pentegra Trust CompanyAug 2008 to now
- Pentegra Investors, Inc.Oct 2006 to now
- Pentegra Distributors Inc.Dec 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Pentegra Investors, Inc.
$5.6BAssets managed
250Clients
6Advisers
36 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
- 4615456
- Firm CRD
- 111503