Dillon E. Montag
Professional summary
Dillon Ernest Montag, who also goes by Dillon Ernest Montag, is a registered financial professional currently at GLOBAL LEISURE PARTNERS, LLC located in Wellington, Florida.
Dillon is registered as a RR (Registered Representative) and started their career in finance in 2017. Dillon has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dillon Ernest Montag's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2023 - Present
GLOBAL LEISURE PARTNERS, LLC
October 24, 2019 - March 2, 2023
COWEN AND COMPANY
July 26, 2017 - October 15, 2019
ERNST & YOUNG CAPITAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/5/2023)
(10/13/2025)
(5/5/2023)
(5/5/2023)
Exams
FINRA
Current Firm
GLOBAL LEISURE PARTNERS, LLC
CRD#: 134435 / SEC#: , 8-66837
Contact information
FINRA licenses (32 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GLOBAL LEISURE PARTNERS LLP | SHAREHOLDER/MEMBER | |
| DENEY, RICHARD LEE | PRINCIPAL/ELECTED MANAGER | 1014351 |
| HARMS, LINDSAY NEGREANN MRS | DIRECTOR /MANAGING MEMBER | |
| HARMS, MARK WILLIAM BRUCE | CCO/AMLCO/MANAGING MEMBER | 1731456 |
| HARMS, MARK WILLIAM BRUCE | CEO/ DIRECTOR/MANAGING MEMBER | 1731456 |
| SPALEVIC, MAJA | FINOP/CFO/ ELECTED MANAGER | 5985299 |
Red Flags
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