Isaiah M. Montgomery

STRATEGIC ADVISERS LLC | Financial Consultant

TROY, MI

Some features on this profile are disabled

CRD#: 5844718

Professional summary

Isaiah Martin Montgomery, who also goes by Isaiah M Montgomery, Isaiah Martin Montgomery, Isaiah Montgomery, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Troy, Michigan.

Isaiah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Isaiah has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

As a Financial Consultant with 12 years of experience, I help investors just like you to plan for your ideal retirement lifestyle and to assist with your legacy planning considerations.  We will co-create a roadmap so that you can know you are on the right track.  With the help of my team, we will collaborate to make adjustments whenever there are changes in your life.  I look forward to learning more about you, your family and your goals to form a relationship based on trust.  

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Isaiah M Montgomery | Isaiah Martin Montgomery | Isaiah Montgomery

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 Isaiah Martin Montgomery'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

Education

University of Michigan

Bachelor of Business Administration - Finance & Marketing

2010

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TROY, MI

Current

September 21, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 778 West Big Beaver Road, Troy, MI 48084

CRD#: 7784

Troy, MI

Past

September 23, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TROY, MI

Past

January 26, 2022 - May 31, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Birmingham, MI

Past

January 26, 2022 - May 31, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Birmingham, MI

Past

September 4, 2018 - May 31, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

BIRMINGHAM, MI

Past

September 4, 2018 - May 31, 2022

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Birmingham, MI

Past

September 4, 2018 - May 31, 2022

TD AMERITRADE, INC.

CRD#: 7870

BIRMINGHAM, MI

Past

May 31, 2016 - August 28, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Pleasant Ridge, MI

Past

May 31, 2016 - August 28, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Pleasant Ridge, MI

Past

November 9, 2011 - March 4, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUBURN HILLS, MI

Past

November 8, 2011 - March 4, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUBURN HILLS, MI

Past

November 23, 2010 - August 19, 2011

MORGAN STANLEY

RIA

CRD#: 149777

BLOOMFIELD HILLS, MI

Past

October 21, 2010 - August 19, 2011

MORGAN STANLEY

CRD#: 149777

BLOOMFIELD HILLS, MI

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/21/2022)

California
(9/21/2022)

District of Columbia
(12/6/2024)

Florida
(9/21/2022)

Illinois
(9/21/2022)

Indiana
(9/21/2022)

Michigan
(9/21/2022)

IAR

Michigan
(3/31/2025)

Minnesota
(1/3/2025)

New York
(9/21/2022)

Ohio
(9/22/2022)

Oklahoma
(2/28/2023)

Oregon
(7/18/2023)

South Carolina
(1/3/2025)

Tennessee
(11/13/2023)

Texas
(9/21/2022)

IAR

Texas
(3/31/2025)

Virginia
(10/8/2025)

Wisconsin
(7/18/2023)

Wyoming
(7/19/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2010

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Isaiah M. Montgomery

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaiah Martin Montgomery's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Michigan

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2010

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2010

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors