Gary Montague
Gary Montague is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Francisco, CA, with 28 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
555 Mission St Fl 16, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a 49% owner of Montague Glass, LLC, an art gallery, dedicating a few hours per week to the business, primarily on weekends and after hours.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations17 states
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