Monteith R. Bilkert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Monteith Richard Bilkert JR, CFP®, who also goes by Monteith R Bilkert Jr, Monty Bilkert, was a registered financial professional .
Monteith is a previously registered financial professional and started their career in finance in 1983. Monteith had worked at 8 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 9, 2007 - December 31, 2014
HOMESTEAD ADVISERS CORP.
October 9, 2007 - January 6, 2014
HOMESTEAD FINANCIAL SERVICES CORP.
October 20, 2004 - July 23, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - July 23, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 15, 2003 - October 20, 2004
QUICK & REILLY, INC.
August 21, 2003 - October 20, 2004
QUICK & REILLY, INC.
January 14, 2001 - July 18, 2003
TRUIST INVESTMENT SERVICES, INC.
May 26, 2000 - July 18, 2003
TRUIST INVESTMENT SERVICES, INC.
December 8, 1998 - May 26, 2000
CRESTAR SECURITIES CORPORATION
January 27, 1998 - November 10, 1998
MORGAN STANLEY DW INC.
July 17, 1983 - February 24, 1998
NATIONWIDE SECURITIES, LLC
Primary Firm SEC Registration
HOMESTEAD ADVISERS CORP.
CRD#: 109845 / SEC#: 801-37391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HOMESTEAD ADVISERS CORP.
CRD#: 109845 / SEC#: 801-37391
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 7,735,038,928 |
Red Flags
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