Best Investors Account Sign in
Inactive

William E Montague

Focus Partners Wealth, LLC

Needham, MA

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-28
  • MA RA
    APPROVED
    Since 2026-05-28

Branch Locations

140 Kendrick St, Building B, 3Rd Floor, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Focus Partners Wealth, Llc St. Louis MO 05/2026 Present
Falcon Investment Advisors Boston MA 11/2017 04/2019
Citizens Financial Group Canton MA 01/2017 11/2017
Boston Private Lexington MA 05/2013 01/2017
Northwestern Mutual Life Insurance Company Boston MA 04/2019 12/2019
Bay State Financial Wellesley MA 12/2019 04/2020
Svb Boston MA 04/2020 04/2023
The Cynosure Group Salt Lake City UT 04/2023 05/2026
  • 05/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 11/2017 → 04/2019
    Falcon Investment Advisors
    Boston, MA
  • 01/2017 → 11/2017
    Citizens Financial Group
    Canton, MA
  • 05/2013 → 01/2017
    Boston Private
    Lexington, MA
  • 04/2019 → 12/2019
    Northwestern Mutual Life Insurance Company
    Boston, MA
  • 12/2019 → 04/2020
    Bay State Financial
    Wellesley, MA
  • 04/2020 → 04/2023
    Svb
    Boston, MA
  • 04/2023 → 05/2026
    The Cynosure Group
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-27
S63 Uniform Securities Agent State Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2020-01-27
  • S63 Uniform Securities Agent State Law Examination
    2019-09-20
Designations
Other Names
  • William Edward Montague
  • William E Montague

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC
PARK AVENUE SECURITIES LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor