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Steven Richard Montgomery

Clearview Financial Partners

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About Steven Richard Montgomery

Steven Montgomery is a financial advisor with over 16 years of experience in the industry. Steven Montgomery is currently registered with Clearview Financial Partners in Radnor, Pennsylvania. Steven Montgomery holds the Series 66, SIE, and Series 7 licenses. Clearview Financial Partners provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit sharing plans. The firm's main office is located at 100 Matsonford Road, Building #5, Suite 110, Radnor, Pennsylvania 19087. The firm can be reached at (610) 293-9211. Steven Montgomery is a member of LPL Financial.

Firm Information

Steven Montgomery is currently registered with Clearview Financial Partners. Clearview Financial Partners is an investment advisor based in Radnor, Pennsylvania, with 4 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. The firm manages approximately $1,072,758,969 in assets for a variety of clients, including individuals, corporations, and charitable organizations. Clearview Financial Partners specializes in financial planning, pension consulting, and portfolio management. The firm also participates in wrap fee programs.
Clearview Financial Partners

100 MATSONFORD ROAD

RADNOR, PA 19087

$1.07B

Assets Under Management

Not reported

Total Clients

5

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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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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Steven Montgomery’s Registration & Firm History

PA

05/03/2018 - Present

Clearview Financial Partners (RADNOR PA)

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Licenses & Designations

BOTH

Issued 10/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Richard Montgomery.
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