Bryan S Montenegro

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2020 → Present
  Equitable Advisors, Llc
  New York, NY
• 10/2019 → 06/2020
  Uber
  Dallas, TX
• 06/2019 → 10/2019
  Nick & Sam's Steakhouse
  Dallas, TX
• 05/2019 → 07/2019
  Austin Industries
  Dallas, TX
• 12/2018 → 05/2019
  Ut Arlington
  Arlintgon, TX
• 10/2018 → 05/2019
  Del Frisco's
  Dallas, TX
• 02/2018 → 10/2018
  Fogo De Chao
  Dallas, TX
• 01/2017 → 02/2018
  Texas De Brazil
  Ft. Worth, TX
• 05/2016 → 05/2021
  University Of Tx At Arlington
  Arlington, TX

Other Businesses

1. Montenegro Realty Holdings LLC; OWNER; START 8/15/2025; 0 HOURS. 2. Montenegro Realty Management LLC; OWNER; START 8/15/2025; APPROX 80 HOURS/MONTH. 3. Montenegro Wealth Management LLC; OWNER; START 8/15/2025; 0 HOURS. 4. Montenegro Realty Operating LLC; OWNER; START 8/25/2025; APPROX 80 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-05
• S63 Uniform Securities Agent State Law Examination
  2020-05-26

Other Names

• Bryan Montenegro
• Brayan Montenegro
• Brayan S Montenegro