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Kaveh Michael Montazer

Osaic Wealth, Inc.

Ellicott City, MD

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

24 Frederick Road, Ellicott City, MD 21043 • 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
Stonebridge Advisors, Inc. Ellicott City MD 01/2021 Present
Coppermine Fieldhouse Llc Baltimore MD 05/2019 08/2021
Illiano's J&P Glyndon MD 06/2018 10/2020
Full Time Student Reisterstown MD 08/2005 05/2019
Osaic Wealth, Inc. Ellicott City MD 01/2025 Present
  • 01/2021 → Present
    Stonebridge Advisors, Inc.
    Ellicott City, MD
  • 05/2019 → 08/2021
    Coppermine Fieldhouse Llc
    Baltimore, MD
  • 06/2018 → 10/2020
    Illiano's J&P
    Glyndon, MD
  • 08/2005 → 05/2019
    Full Time Student
    Reisterstown, MD
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Ellicott City, MD
Previous Registrations
  • 2025-01-06 → 2025-01-24
    Osaic Fa, Inc.
    Ellicott City, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-14
  • S66 Uniform Combined State Law Examination
    2024-12-14

View on SEC IAPD

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BLUEPRINT WEALTH MANAGEMENT INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC

Other Investors

MARK ANDREW TIMMICK
JAMES JEFFREY LEE
BRIAN WILLIAM SMOOT
JORDAN SCHMUCHER WILSON
DAVID SCOTT ASHER
RAVINDRA NATH DIXIT
WILLIAM SPRUILL
Jade NICOLE Chang

Other Offices

FOUNDERS FINANCIAL SECURITIES LLC · ELLICOTT CITY, MD
LEE FINANCIAL ASSOCIATES, INC. · ELLICOTT CITY, MD
OSAIC WEALTH, INC. · ELLICOTT CITY, MD
BLUEPRINT WEALTH MANAGEMENT INC. · ELLICOTT CITY, MD
KESTRA ADVISORY SERVICES, LLC · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · ELLICOTT CITY, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Ellicott City, MD

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