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Craig W. Montanye

THE COURY FIRM
PITTSBURGH, PA 15222
Some features on this profile are disabled
CRD#: 5406174
CM

Professional summary

Craig William Montanye, who also goes by Craig Montanye, is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Craig has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig Montanye

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 Craig William Montanye'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

June 20, 2018 - Present

THE COURY FIRM

Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222
RIA
CRD#: 289145
PITTSBURGH, PA
Past

January 31, 2018 - June 26, 2018

COURY INVESTMENT ADVISORS, INC.

RIA
CRD#: 116004
PITTSBURGH, PA
Past

May 15, 2015 - December 31, 2017

COURY INVESTMENT ADVISORS, INC.

RIA
CRD#: 116004
PITTSBURGH, PA
Past

December 3, 2014 - December 31, 2017

FSC SECURITIES CORPORATION

BD
CRD#: 7461
PITTSBURGH, PA
Past

October 7, 2010 - May 15, 2014

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
LATHAM, NY
Past

October 7, 2010 - May 15, 2014

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
LATHAM, NY
Past

February 13, 2009 - September 8, 2010

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
ALBANY, NY
Past

May 15, 2008 - December 11, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CLIFTON PARK, NY
Past

September 5, 2007 - December 11, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CLIFTON PARK, 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 COURY FIRM
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA
Registered Investment Advisory firm - (3/2/2018 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
Florida
(7/31/2018)
IAR
Pennsylvania
(6/20/2018)
IAR
West Virginia
(6/26/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/2007
General Securities Representative Examination

Current Firm

THE COURY FIRM
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA
Registered Investment Advisory firm - (3/2/2018 Approved)
PREMIUM
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Contact information

Main Address
260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-5744
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts1,007
AUM (Assets Under Management)$ 1,189,533,934

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.

Company Information

THE COURY FIRM

THE COURY FIRM

CRD#: 289145Pittsburgh, PA 15222

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