Nicholas Charles chung Craven
Investment adviser representative at Montgomery Financial
10 yearsExperience
1 stateRegistered in
$229.8MFirm assets
2 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 feeOther
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
10 years in the industry.
- Montgomery FinancialNov 2016 to now
- Montgomery Financial Services, LLCNov 2016 to now
- MFS Wealth LLCAug 2016 to now
- MFS ServicesJun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Montgomery Financial
Legal name: Montgomery Financial Services, LLC
$229.8MAssets managed
952Clients
4Advisers
2 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
- 6728337
- Firm CRD
- 170024