Nohemy Yolanda Montes
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Nohemy Yolanda Montes? Claim your profile
Contact this firm
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
13 years in the industry.
- Spencer Financial ServicesJul 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Nohemy Montes, LLCOct 2023 to now
- Mont Wealth Financial AdvisorsDec 2020 to now
- Cetera Advisors LLCAug 2013 to now
- Montes Real Estate Group LLCApr 2017 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4903731
- Firm CRD
- 105644