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Juan Sebastian Montes pantoja

Clear Street LLC

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About Juan Sebastian Montes pantoja

Juan Sebastian Montes pantoja is a financial professional with over five years of experience in the financial services industry. Juan has a broad range of experience, having worked for firms such as RBC Capital Markets, LLC, Avantax Investment Services, Inc., and Spartan Capital Securities, LLC. Juan is currently registered with Clear Street LLC and holds the Series 7, Series 63, Series 79TO, and SIE licenses. Juan specializes in investment banking and is committed to providing clients with high-quality financial advice and services.

Firm Information

Juan Montes pantoja is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

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.

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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Juan Montes pantoja’s Registration & Firm History

NY

05/02/2024 - Present

Clear Street LLC (NEW YORK NY)

NY

07/13/2022 - 10/11/2023

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

12/07/2017 - 03/17/2021

AVANTAX INVESTMENT SERVICES, INC. (New York NY)

NY

09/08/2016 - 10/02/2017

SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Juan Sebastian Montes pantoja.
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