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Kelly Montoya Montague

Fifth Third Wealth Advisors LLC

Tampa, FL

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-02
TX RA APPROVED 2026-05-26
  • FL RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2026-05-26

Branch Locations

4010 West Boy Scout Blvd. Suite 280, Tampa, FL 33607 • 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
Fifth Third Wealth Advisors Llc Tampa FL 02/2026 Present
Andersen Tax, Llc Tampa FL 07/2024 02/2026
Reilly, Fisher, & Solomon, P.A. Tampa FL 01/2015 07/2024
  • 02/2026 → Present
    Fifth Third Wealth Advisors Llc
    Tampa, FL
  • 07/2024 → 02/2026
    Andersen Tax, Llc
    Tampa, FL
  • 01/2015 → 07/2024
    Reilly, Fisher, & Solomon, P.A.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26
Other Names
  • Kelly Susana Montoya

View on SEC IAPD

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