Riley Don Montague
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
10 years in the industry.
- Stifel Independent Advisors, LLCMay 2026 to now
- Equitable Advisors, LLCAug 2021 to now
- EquitableAug 2021 to now
- Blue Lemon RestarauntsJul 2018 to Jul 2021
- Vasa FitnessDec 2016 to Jul 2018
- HarmonsOct 2016 to Dec 2016
- Full Time StudentMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7421041
- Firm CRD
- 6627