William T. Montell
Professional summary
William Tyler Montell, who also goes by Tyler Montell, Wm Tyler Montell, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Tyler Montell's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2017 - Present
MERIDIAN WEALTH MANAGEMENT, LLC
March 3, 2014 - February 17, 2015
SUMMIT BROKERAGE SERVICES, INC.
February 11, 2014 - May 21, 2015
MERIDIAN WEALTH MANAGEMENT, LLC
May 30, 2013 - February 7, 2014
OSAIC WEALTH, INC.
March 15, 2013 - February 7, 2014
OSAIC WEALTH, INC.
Primary Firm SEC Registration
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523 / SEC#: 801-70676
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2017)
Exams
Current Firm
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523 / SEC#: 801-70676
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,802 |
| AUM (Assets Under Management) | $ 3,885,527,411 |
Red Flags
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