Helen M. Donahue

MONTAG

Atlanta, GA 30339

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CRD#: 2157189

Professional summary

Helen Morgan Donahue, who also goes by Helen M Donahue, Helen M Morgan, Helen Marie Morgan, is a registered financial advisor currently at MONTAG located in Atlanta, Georgia.

Helen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Helen has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Helen M Donahue | Helen M Morgan | Helen Marie Morgan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Helen Morgan Donahue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2020 - Present

MONTAG

Office #1: 200 Galleria Parkway Suite 1450, Atlanta, GA 30339

RIA

CRD#: 105756

Atlanta, GA

Past

June 6, 2002 - November 18, 2020

MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY

RIA

CRD#: 104841

ATLANTA, GA

Past

January 2, 2002 - December 31, 2006

STERLING CAPITAL DISTRIBUTORS, LLC

CRD#: 103934

ATLANTA, GA

Past

August 18, 1998 - January 2, 2002

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

March 9, 1992 - November 11, 1996

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONTAG

MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC

CRD#: 105756 / SEC#: 801-17671

RIA

Registered Investment Advisory firm - (9/13/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/11/2020)

IAR

Texas
(12/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/22/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/6/1992

General Securities Representative Examination

Current Firm

MONTAG

MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC

CRD#: 105756 / SEC#: 801-17671

RIA

Registered Investment Advisory firm - (9/13/1982 Approved)

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Contact information

Main Address

200 Galleria Parkway Suite 1450, Atlanta, GA 30339

Mailing Address

Phone number

(404) 522-5774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONTAG BROCHURE (11/6/2025)

Regulatory assets under management

Total Number of Accounts	1,299
AUM (Assets Under Management)	$ 2,746,167,726

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2026	Cover Page	Report
09/26/2024	Cover Page	Report
10/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Helen M. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Helen Morgan Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTAG

MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY

STERLING CAPITAL DISTRIBUTORS, LLC

FORESIDE FUNDS DISTRIBUTORS LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

MONTAG

State Registrations and Notice Filings

Exams

Series 63

Date: 9/22/1992

Series 7

Date: 3/6/1992

Current Firm

MONTAG

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MONTAG

TRUST BUT VERIFY

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