William James Strausbaugh
Investment adviser representative at Montgomery Financial
11 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
11 years in the industry.
- Montgomery FinancialJan 2026 to now
- Montgomery Financial Services, LLCJan 2026 to now
- MFS Wealth LLCOct 2025 to now
- William Strausbaugh, Sole ProprietorDec 2023 to now
- Nylife Securities LLCMay 2024 to Oct 2025
- New York Life Insurance CompanyMay 2023 to Oct 2025
- Aflac Insurance CompanyJun 2022 to Aug 2022
- Full Time StudentJan 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7718756
- Firm CRD
- 170024