Clifford Johnston Montgomery
Investment adviser representative at Scotia Partners, LLC
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$110.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Scotia Partners, LLCAug 2026 to now
- The Vanguard Group, Inc.Feb 2016 to Jul 2026
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Scotia Partners, LLC
$110.7MAssets managed
0Clients
4Advisers
Under 1 yearIn 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
- 5154901
- Firm CRD
- 140568