Megan Victoria Montes
Investment adviser representative at Seia
11 yearsExperience
1 stateRegistered in
$22.5BFirm assets
27 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
- Seminars and workshops
Experience
11 years in the industry.
- Seia LLCJun 2026 to now
- Ses LLCJun 2026 to now
- UBS Financial Services Inc.Feb 2021 to Jun 2026
- TD AmeritradeJun 2017 to Feb 2021
- Sesco-dssNov 2016 to Jun 2017
- Michael and Kathryn PetersSep 2016 to Apr 2017
- George Mason UniversitySep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 6821846
- Firm CRD
- 108163