Albert Alexander Montague

Current Employers

Employment History

• 12/2008 → 02/2022
  Morgan Stanley & Co. Incorporated
  Ft Lauderdale, FL
• 06/2009 → 02/2022
  Morgan Stanley Smith Barney
  Ft. Lauderdale, FL
• 01/2015 → 02/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2022 → Present
  Rbc Capital Markets, Llc
  Fort Lauderdale, FL
• 01/2015 → 02/2022
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2022-02-22
  Morgan Stanley
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
• 2009-01-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2003-03-27 → 2009-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
  Coral Gables, FL
  Fort Lauderdale, FL

Other Businesses

1) DREAM CATCHER LLC-MANAGER, HOLDS 50 % OF SHARES (BUYS AND SELLS INVESTMENT PROPERTY) (2) NAME OF ENTITY: Camillus House for the homeless ADDRESS: 1603 NW Seventh Ave, Miami FL 33136 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Helps the Homeless non Profit CAPACITY: Board of Directors START DATE: 02/01/10 DUTIES: attend board meeting and advise ways to get the homeless off the streets and into productive occupations HOURS DEVOTED PER MONTH: 0.15 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.15 3) NAME OF ENTITY: Folio Fine Wine Partners ADDRESS: 550 Gateway Drive, suite 220 Napa California 94558 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Wine Distributer CAPACITY: Other START DATE: 07/24/23 DUTIES: Provide Information on wine in General and Vineyards and Producers HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: Chalet Sans Souci LLC ADDRESS: 128 Ridge View Estates Rd Blue Ridge Ga 30513 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Vacation Home. CAPACITY: Owner - Active, Officer START DATE: 02/19/2024 DUTIES: rent and repair as needed my rental property. HOURS DEVOTED PER MONTH: less than 1 hour HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-10
• S63 Uniform Securities Agent State Law Examination
  1990-05-14

Other Names

• Alex Montague