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Curtis A Montgomery

Strategic Advisers LLC

Johnson City, TN

Kingsport, TN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States

Kingsport, TN • 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
Fidelity Investments Covington KY 10/2020 Present
Ballad Health Johnson City TN 05/2019 10/2020
Appalachian Community Federal Credit Union Gray TN 08/2016 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-21
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • 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

View on SEC IAPD

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Other Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY
URIL DUANE PETERSON
CAROL LYNN CRESS
RICHARD WAYNE HOBBS
MATTHEW JAMES TRIVETT
BENJAMIN DAVID TALLEY

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JOHNSON CITY, TN

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