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MM

Montgomery C. Montano

DIGITAL WEALTH PARTNERS
Chandler, AZ
Some features on this profile are disabled
CRD#: 6576038
MM

Professional summary

Montgomery Charles Montano, who also goes by Montgomery Charles Montano, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Chandler, Arizona.

Montgomery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Montgomery has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Montgomery Charles Montano

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 Montgomery Charles Montano'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

January 22, 2026 - Present

DIGITAL WEALTH PARTNERS

RIA
CRD#: 328627
Chandler, AZ
Past

June 3, 2024 - January 2, 2026

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
Chandler, AZ
Past

May 31, 2024 - January 2, 2026

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

December 5, 2023 - March 26, 2024

MORGAN STANLEY

RIA
CRD#: 149777
GILBERT, AZ
Past

November 10, 2023 - March 26, 2024

MORGAN STANLEY

BD
CRD#: 149777
GILBERT, AZ
Past

October 1, 2018 - November 7, 2023

DINAN CAPITAL ADVISORS

BD
CRD#: 157327
PHOENIX, AZ
Past

November 23, 2015 - October 31, 2016

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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".
DW
DIGITAL WEALTH PARTNERS
DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA
Registered Investment Advisory firm - (11/9/2023 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
Alabama
(1/27/2026)
IAR
California
(1/22/2026)
IAR
Florida
(2/18/2026)
IAR
Maryland
(1/22/2026)
IAR
Missouri
(1/22/2026)
IAR
New Jersey
(1/27/2026)
IAR
Ohio
(1/22/2026)
IAR
Pennsylvania
(1/27/2026)
IAR
Texas
(1/22/2026)
IAR
Wisconsin
(1/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/2015
General Securities Representative Examination

Current Firm

DW
DIGITAL WEALTH PARTNERS
DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA
Registered Investment Advisory firm - (11/9/2023 Approved)
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Contact information

Main Address
5910 North Central Expressway Suite 1450, Dallas, TX 75206
Mailing Address
Phone number
(307) 396-0295
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (52 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

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts1,398
AUM (Assets Under Management)$ 588,961,725

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

DIGITAL WEALTH PARTNERS

CRD#: 328627Chandler, AZ

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