Kaveh Michael Montazer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 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

• S66 Uniform Combined State Law Examination
  2024-12-14