Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-27 |
| TX | RA | APPROVED_RES | 2021-10-25 |
Branch Locations
31 East Ridgewood Ave Floor 2, Office 1, Ridgewood, NJ 07450 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Paramus | NJ | 12/2011 | 10/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2021 |
| Raymond James Financial Services, Inc. | Ridgewood | NJ | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Ridgewood | NJ | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 10/2021 |
(1)Name of Business: Montagna Wealth Management LLC Address: 31 E Ridgewood Rd., Ridgewood, NJ, 07450, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 10/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager, Manage Staff, Handle Alerts, Handle Practice management, Client-facing financial planning, Quarterly reviews with clients, and check deposits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-30 |
Reach out to this advisor