Brian A. Montanez

MULTNOMAH GROUP

Orinda, CA

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CRD#: 3184104

Professional summary

Brian Anthony Montanez, AIF®, CIMA® is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Orinda, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Brian Anthony Montanez'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 29, 2007 - Present

MULTNOMAH GROUP, INC.

RIA

CRD#: 132131

Orinda, CA

Past

September 1, 2006 - July 30, 2007

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

WINDSOR, CT

Past

August 18, 2005 - September 1, 2006

METLIFE INVESTMENT FUND SERVICES LLC

RIA

CRD#: 107311

SOMERSET, NJ

Past

August 15, 2005 - September 1, 2006

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

July 10, 2002 - August 15, 2005

INVESMART ADVISORS INC

RIA

CRD#: 108731

CAMPBELL, CA

Past

September 28, 2001 - July 22, 2005

INVESMART SECURITIES, LLC

CRD#: 104168

PITTSBURGH, PA

Past

March 16, 1999 - September 25, 2001

RFS PARTNERS

CRD#: 18119

DENVER, CO

Past

February 24, 1999 - March 18, 1999

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

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".

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 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

California
(8/29/2007)

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

IAR

Series 66

Date: 1/29/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/4/2000

General Securities Principal Examination

Current Firm

MULTNOMAH GROUP, INC.

EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA

Registered Investment Advisory firm - (8/24/2005 Approved)

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Contact information

Main Address

1155 Sw Morrison Street Suite 501, Portland, OR 97205

Mailing Address

Phone number

(503) 772-0159

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)

FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts	361
AUM (Assets Under Management)	$ 2,219,580,596

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Brian A. Montanez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Anthony Montanez's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA RETIREMENT ADVISORS, LLC

METLIFE INVESTMENT FUND SERVICES LLC

CITISTREET EQUITIES LLC

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

RFS PARTNERS

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

MULTNOMAH GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2002

Series 63

Date: 2/26/1999

Series 7

Date: 2/23/1999

Series 24

Date: 4/4/2000

Current Firm

MULTNOMAH GROUP, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULTNOMAH GROUP, INC.

TRUST BUT VERIFY

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