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WM

William E. Montague

CYNOSURE PORTFOLIO ADVISORS
WESTFORD, MA
Some features on this profile are disabled
CRD#: 6650350
WM

Professional summary

William E Montague, CFP®, who also goes by William Edward Montague, is a registered financial advisor currently at CYNOSURE PORTFOLIO ADVISORS LLC located in Westford, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Edward Montague

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 William E Montague'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 14, 2025 - Present

CYNOSURE PORTFOLIO ADVISORS LLC

RIA
CRD#: 337747
WESTFORD, MA
Past

April 12, 2023 - October 7, 2025

CYNOSURE GROUP, LLC

RIA
CRD#: 281399
Westford, MA
Past

June 28, 2022 - April 25, 2023

SVB WEALTH

RIA
CRD#: 172832
Newton, MA
Past

July 2, 2020 - April 25, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
Newton, MA
Past

April 28, 2020 - July 29, 2022

SVB INVESTMENT SERVICES INC.

RIA
CRD#: 168116
Newton, MA
Past

March 9, 2020 - April 21, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WELLESLEY, MA
Past

January 10, 2020 - April 21, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WELLESLEY, MA
Past

August 30, 2019 - January 10, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BOSTON, MA

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".
CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 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
Massachusetts
(10/21/2025)
IAR
Utah
(10/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/27/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/25/2019
Securities Industry Essentials Examination

Current Firm

CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 South Main Street Suite 2350, Salt Lake City, UT 84111
Mailing Address
Phone number
(801) 521-3100
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 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

CYNOSURE PORTFOLIO ADVISORS_ADV PART 2 BROCHURE (7/29/2025)
0

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

CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747Westford, MA

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