Eric Montgomery
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Eric Montgomery? 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
11 years in the industry.
- New Way Real Estate LLCFeb 2026 to now
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Wealth Services LLCJun 2025 to now
- Em Lending LLC dba New Way FinancialJan 2021 to now
- Parkland Securities, LLCApr 2023 to Jun 2025
- Sigma Planning CorporationApr 2023 to Jun 2025
- LPL Financial LLCFeb 2021 to Apr 2023
- Key Investment Services LLCApr 2019 to Jan 2020
- KeybankApr 2019 to Jan 2020
- US ArmyFeb 2019 to May 2021
- First Command Advisory Services, IncJul 2018 to Feb 2019
- First Command Financial Planning, IncJul 2018 to Feb 2019
- First Command Insurance Services, IncJul 2018 to Feb 2019
- Key Investment Services LLCSep 2015 to Jun 2018
- KeybankSep 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
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
- 5957214
- Firm CRD
- 105644