Gregory Joseph Montejo
Investment adviser representative at Farther
11 yearsExperience
1 stateRegistered in
$16BFirm assets
7 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 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
Experience
11 years in the industry.
- FartherSep 2026 to now
- Guardian Life Insurance CompanyNov 2021 to Sep 2026
- Park Avenue SecuritiesMar 2021 to Sep 2026
- Guardian Life Insurance Company of AmericaMar 2021 to Nov 2021
- Northwestern Mutual Wealth Management CompanyMar 2017 to Mar 2021
- Northwestern Mutual Investment Services LLCSep 2016 to Mar 2021
- Northwestern Mutual Life Insurance CompanyOct 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 6548870
- Firm CRD
- 302050