Andrew Michael Montanus
Investment adviser representative at Foster & Motley Inc
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
29 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
10 years in the industry.
- Foster & Motley, Inc.May 2024 to now
- Foster & Motley, Inc.May 2023 to Aug 2023
- Columbus Radio GroupMay 2022 to Aug 2022
- Ohio State UniversityAug 2020 to May 2024
- St. X High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Foster & Motley Inc
Legal name: Foster & Motley, Inc.
$2.9BAssets managed
926Clients
29Advisers
29 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
- 8000384
- Firm CRD
- 106905