Siara Montgomery
Siara Montgomery is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Earth City, MO, with 10 years of industry experience. Siara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3301 Rider Trl S, Earth City, MO, 63045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Siara is the Owner/Chief Operator of DetailZ Events LLC, an event planning and decorating business. She spends about 10-20% of her time setting up decorations for weddings, showers, birthdays, and similar events.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Edward Jones
Edward JonesBroker
Scottrade, INC.Broker
State Registrations1 state
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