Montie L. Weisenberger

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CRD#: 4246645

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.

Montie Lee Weisenberger was a registered financial professional .

Montie is a previously registered financial professional and started their career in finance in 2000. Montie had worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 21, 2008 - October 16, 2025

THE INFORMED MOMENTUM COMPANY LLC

RIA

CRD#: 144908

SOLANA BEACH, CA

Past

October 17, 2001 - August 20, 2007

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

SAN DIEGO, CA

Past

September 19, 2000 - August 27, 2001

CANACCORD GENUITY LLC

CRD#: 1020

NEW YORK, NY

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".

THE INFORMED MOMENTUM COMPANY LLC

EAM INVESTORS, LLC | THE INFORMED MOMENTUM COMPANY LLC | EUDAIMONIA ASSET MANAGEMENT, LLC

CRD#: 144908 / SEC#: 801-70305

RIA

Registered Investment Advisory firm - (7/17/2009 Approved)

California

Registered Investment Advisory firm - (7/21/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/20/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/18/2000

General Securities Representative Examination

Current Firm

THE INFORMED MOMENTUM COMPANY LLC

EAM INVESTORS, LLC | THE INFORMED MOMENTUM COMPANY LLC | EUDAIMONIA ASSET MANAGEMENT, LLC

CRD#: 144908 / SEC#: 801-70305

RIA

Registered Investment Advisory firm - (7/17/2009 Approved)

California

Registered Investment Advisory firm - (7/21/2009 Terminated)

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Contact information

Main Address

215 Highway 101 Suite 216, Solana Beach, CA 92075

Mailing Address

Phone number

(760) 479-5080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

THE INFORMED MOMENTUM COMPANY LLC FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 1,097,690,418

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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Montie L. Weisenberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE INFORMED MOMENTUM COMPANY LLC

NICHOLAS-APPLEGATE SECURITIES LLC

CANACCORD GENUITY LLC

Primary Firm SEC Registration

THE INFORMED MOMENTUM COMPANY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2008

Series 63

Date: 1/8/2002

Series 7

Date: 9/18/2000

Current Firm

THE INFORMED MOMENTUM COMPANY LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE INFORMED MOMENTUM COMPANY LLC

TRUST BUT VERIFY

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