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DM

Dillon E. Montag

GLOBAL LEISURE PARTNERS
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 6799554
DM

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 West Palm Beach, 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

Are you a "fiduciary"?
No

Aliases

Dillon Ernest Montag

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) - BD

Click below to view Dillon Ernest Montag'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

May 5, 2023 - Present

GLOBAL LEISURE PARTNERS, LLC

Office #1: 222 Lakeview Avenue Suite 800, West Palm Beach, FL 33401
BD
CRD#: 134435
West Palm Beach, FL
Past

October 24, 2019 - March 2, 2023

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

July 26, 2017 - October 15, 2019

ERNST & YOUNG CAPITAL ADVISORS, LLC

BD
CRD#: 152514
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/13/2025)
RR
New York
(5/5/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 1/22/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 7/26/2017
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GL
GLOBAL LEISURE PARTNERS, LLC
GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435 / SEC#: , 8-66837

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1321 Clydesdale Avenue, Wellington, FL 33414
Mailing Address
124 City Road, London, EC1V 2NX
Phone number
(561) 486-3054
Established
Delaware since 03/01/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GLOBAL LEISURE PARTNERS LLPSHAREHOLDER/MEMBER
HARMS, LINDSAY NEGREANN MRSDIRECTOR /MANAGING MEMBER
HARMS, MARK WILLIAM BRUCECCO/AMLCO/MANAGING MEMBER1731456
HARMS, MARK WILLIAM BRUCECEO/ DIRECTOR/MANAGING MEMBER1731456
SPALEVIC, MAJAFINOP/CFO/ ELECTED MANAGER5985299

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

GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435West Palm Beach, FL 33401

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