Anthony Montgomery
Anthony Montgomery is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 22 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Anthony serves as president of the Notre Dame Preparatory High School Booster Club. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Steven RavnitzkyMorgan Stanley
- Jacob ZajdzinskiMorgan Stanley
- William DeichmannMorgan Stanley
- John Regier, CFPMorgan Stanley
- Gabriel HoffmannMorgan Stanley
- Michael ButtMorgan Stanley