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Craig William Montanye

THE Coury Firm

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About Craig William Montanye

Craig Montanye is a registered investment advisor representative with The Coury Firm. Craig has been in the financial services industry since 2007. Craig has been with The Coury Firm since 2014. Previously, Craig was with FSC Securities Corporation, Mercer Allied Company, L.P., Securities Service Network, Inc., and AXA Advisors, LLC. Craig is licensed in Florida, Pennsylvania and West Virginia. Craig holds the Series 66, Series 7, and SIE licenses.

Firm Information

Craig Montanye is currently registered with THE Coury Firm. THE Coury Firm is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. They have a team of 5 licensed agents and 7 investment adviser representatives, managing $1,141,821,346 in regulatory assets under management. They provide a range of advisory services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Their client base includes individuals, corporations, charities, and pension plans. They also offer advice on matters not involving securities.
THE Coury Firm

260 FORBES AVENUE

PITTSBURGH, PA 15222

$1.14B

Assets Under Management

43

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities. see part 1 section 6.b.(3)

Advice on matters not involving securities. see part 1 section 6.b.(3)

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig Montanye’s Registration & Firm History

PA

06/26/2018 - Present

THE Coury Firm (PITTSBURGH PA)

PA

12/03/2014 - 12/31/2017

FSC SECURITIES CORPORATION (PITTSBURGH PA)

NY

10/07/2010 - 05/15/2014

MERCER ALLIED COMPANY, L.P. (LATHAM NY)

NY

02/13/2009 - 09/08/2010

SECURITIES SERVICE NETWORK, INC. (ALBANY NY)

NY

09/05/2007 - 12/11/2008

AXA ADVISORS, LLC (CLIFTON PARK NY)

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Licenses & Designations

BOTH

Issued 09/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig William Montanye.
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