Curtis A Montgomery

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 10/2020 → Present
  Fidelity Investments
  Covington, KY
• 05/2019 → 10/2020
  Ballad Health
  Johnson City, TN
• 08/2016 → 05/2019
  Appalachian Community Federal Credit Union
  Gray, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Johnson City, TN

Exams

• S66 Uniform Combined State Law Examination
  2021-10-21
• S63 Uniform Securities Agent State Law Examination
  2021-03-05

Other Names

• Curtis Montgomery
• Curtis Alan Montgomery