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Dwight Kimball Montgomery

Newedge Advisors

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About Dwight Kimball Montgomery

Dwight Kimball Montgomery is an investment advisor representative at Newedge Advisors, a firm with over $10 billion in assets under management. Dwight has been in the financial services industry since 1990, and has a broad range of experience, including working with individuals, families, and businesses. Dwight is also a Certified Financial Planner, which means that he has met specific requirements for knowledge, experience, and ethics. Dwight specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Dwight Montgomery is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Dwight Montgomery’s Registration & Firm History

OH

11/01/2021 - Present

Newedge Advisors (GAHANNA OH)

OH

07/17/1990 - 08/22/2017

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)

MN

07/17/1990 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Dwight Kimball Montgomery. Review regulatory record here.
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