Brendan J. Wagner

MONTAG

Atlanta, GA 30339

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CRD#: 3253396

Professional summary

Brendan James Wagner is a registered financial advisor currently at MONTAG located in Atlanta, Georgia.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brendan has worked at 3 firms and has passed the Series 65 exam.

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 Brendan James Wagner'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

May 8, 2017 - Present

MONTAG

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

RIA

CRD#: 105756

Atlanta, GA

Past

May 14, 2016 - May 3, 2017

GRATUS CAPITAL, LLC

RIA

CRD#: 173627

ATLANTA, GA

Past

July 19, 2012 - September 29, 2016

SPECTRUM ADVISORY SERVICES INC.

RIA

CRD#: 107741

ATLANTA, GA

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
(5/8/2017)

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 65

Date: 9/28/2015

Uniform Investment Adviser Law 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
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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Brendan J. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan James Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTAG

GRATUS CAPITAL, LLC

SPECTRUM ADVISORY SERVICES INC.

Primary Firm SEC Registration

MONTAG

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2015

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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