Taylor Matthew Montgomery

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2020 → 11/2020
  Northwestern Mutual
  Indianapolis, IN
• 06/2019 → 03/2020
  Malibu Grill
  Bloomington, IN
• 08/2018 → 03/2020
  Indiana University
  Bloomington, IN
• 05/2016 → 08/2018
  Drw Construction
  Greenfield, IN
• 08/2016 → 05/2020
  Indiana University
  Bloomington, IN
• 05/2022 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-11-01

Other Names

• Taylor Montgomery