Best Investors Account Sign in
Claim This Profile
Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-19
  • NY RA
    APPROVED
    Since 2026-08-19

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
New York Life Insurance Agents New York NY 12/2021 09/2022
Fun Times Productions Great Neck NY 11/2019 04/2022
Exp Realty Llc Valley Stream NY 06/2021 01/2022
Nylife Securities Llc New York NY 12/2021 09/2022
Jp Morgan Chase Bank, N.A. New York NY 09/2022 12/2022
Jp Morgan Securities, Llc New York NY 09/2022 12/2022
Fidelity Investments Las Vegas NV 03/2023 03/2024
Unemployed Westbury NY 12/2022 03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 07/2024 07/2025
Unemployed Las Vegas NV 03/2024 07/2024
Douglas Elliman Real Estate New York NY 03/2020 05/2021
Bank Of America, N.A. Las Vegas NV 08/2024 07/2025
Equitable Advisors, Llc. New York NY 08/2025 06/2026
High School Flushing NY 01/2015 11/2019
Nerdwallet Wealth Partners, Llc New York NY 07/2026 Present
  • 12/2021 → 09/2022
    New York Life Insurance Agents
    New York, NY
  • 11/2019 → 04/2022
    Fun Times Productions
    Great Neck, NY
  • 06/2021 → 01/2022
    Exp Realty Llc
    Valley Stream, NY
  • 12/2021 → 09/2022
    Nylife Securities Llc
    New York, NY
  • 09/2022 → 12/2022
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 09/2022 → 12/2022
    Jp Morgan Securities, Llc
    New York, NY
  • 03/2023 → 03/2024
    Fidelity Investments
    Las Vegas, NV
  • 12/2022 → 03/2023
    Unemployed
    Westbury, NY
  • 07/2024 → 07/2025
    Las Vegas, NV
  • 03/2024 → 07/2024
    Unemployed
    Las Vegas, NV
  • 03/2020 → 05/2021
    Douglas Elliman Real Estate
    New York, NY
  • 08/2024 → 07/2025
    Bank Of America, N.A.
    Las Vegas, NV
  • 08/2025 → 06/2026
    New York, NY
  • 01/2015 → 11/2019
    High School
    Flushing, NY
  • 07/2026 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-12
S63 Uniform Securities Agent State Law Examination 2022-05-01
  • S66 Uniform Combined State Law Examination
    2023-06-12
  • S63 Uniform Securities Agent State Law Examination
    2022-05-01
Other Names
  • Stephen Montez
  • Stephen Jacob Montez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor