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Andy James Montgomery

RBC Private Counsel (usa) Inc.

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About Andy James Montgomery

Andy Montgomery is a financial advisor with RBC Private Counsel (USA) Inc. located in Burlington, Ontario. Andy has been in the industry since October 2013. Andy has a current registration with Texas and has been registered with the state since February 2017. Andy has an approved resident registration with the state of Texas. Andy has experience in the securities and advisory industries.

Firm Information

Andy Montgomery is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andy Montgomery’s Registration & Firm History

NA

02/10/2017 - Present

RBC Private Counsel (usa) Inc. (BURLINGTON, ONTARIO )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andy James Montgomery.
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