William E Montague
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$181.9BFirm 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 assetsHourlyFixed or flat feePerformance-basedOther
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.
- Focus Partners Wealth, LLCMay 2026 to now
- The Cynosure GroupApr 2023 to May 2026
- SvbApr 2020 to Apr 2023
- Bay State FinancialDec 2019 to Apr 2020
- Northwestern Mutual Life Insurance CompanyApr 2019 to Dec 2019
- Falcon Investment AdvisorsNov 2017 to Apr 2019
- Citizens Financial GroupJan 2017 to Nov 2017
- Boston PrivateMay 2013 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 6650350
- Firm CRD
- 159289