Terry J. Montano

MOTUS WEALTH

Atlanta, GA 30326

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CRD#: 6748977

Professional summary

Terry Jay Montano, CFP® is a registered financial advisor currently at MOTUS WEALTH located in Atlanta, Georgia and ORIGIN INVESTMENT ADVISORY LLC located in Atlanta, Georgia.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Terry has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Terry Montano is contracted out as a financial planner for Blend Financial, Inc. dba Origin Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Jay Montano's 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: 2017

Experience

Current

February 7, 2022 - Present

MOTUS WEALTH

Office #1: 3355 Lenox Road Ne Suite #750, Atlanta, GA 30326

RIA

CRD#: 317889

Atlanta, GA

Current

February 7, 2022 - Present

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

ATLANTA, GA

Past

March 25, 2021 - January 4, 2022

FACET

RIA

CRD#: 285961

Atlanta, GA

Past

March 23, 2021 - April 11, 2023

CAPITAL DIRECTIONS LLC

RIA

CRD#: 109762

ATLANTA, GA

Past

January 26, 2017 - November 13, 2020

TRUEWEALTH MANAGEMENT

RIA

CRD#: 111055

ATLANTA, GA

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

California
(4/14/2023)

IAR

Georgia
(2/7/2022)

IAR

Texas
(4/7/2022)

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.

Exams

Current Firm

MOTUS WEALTH

MOTUS WEALTH | MOTUS WEALTH MANAGEMENT, LLC

CRD#: 317889 / SEC#:

California

Registered Investment Advisory firm - (4/14/2023 Approved)

Georgia

Registered Investment Advisory firm - (2/7/2022 Approved)

Texas

Registered Investment Advisory firm - (3/23/2022 Conditional Restricted)

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Contact information

Main Address

3355 Lenox Road Ne Suite 1000, Atlanta, GA 30326

Mailing Address

Phone number

(404) 595-7692

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 13,367,164

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.

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Terry J. Montano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Jay Montano's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTUS WEALTH

ORIGIN INVESTMENT ADVISORY LLC

FACET

CAPITAL DIRECTIONS LLC

TRUEWEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

MOTUS WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOTUS WEALTH

TRUST BUT VERIFY

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