Nathan Trent Montague
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- The Wright HouseMar 2024 to Aug 2024
- Wood-n-crate DesignsJan 2024 to Aug 2024
- American Conservative UnionMay 2023 to Dec 2023
- Aries Appraisal ManagementAug 2021 to May 2023
- Brigham Young UniversityAug 2020 to Apr 2024
- Gold Medal LandscapingApr 2020 to Aug 2020
- Wood-n-crate DesignsMar 2020 to Aug 2021
- The Church of Jesus Christ of Latter-day SaintsJun 2018 to Mar 2020
- Wood-n-crate DesignsAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7977048
- Firm CRD
- 7691