Alec Andy Montoya
Investment adviser representative at Savant Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
Are you Alec Andy Montoya? 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.
- Savant Wealth ManagementOct 2025 to now
- Compound PlanningSep 2024 to Oct 2025
- Mercer Global Advisors Inc.Apr 2017 to Aug 2024
- LPL FinancialJul 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 6215720
- Firm CRD
- 107271