Montague
Boyd

Stephens

CRD#845934
Investment Advisor
in Atlanta, GA
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About this Advisor

Montague Boyd is a certified financial planner who is based out of Atlanta, Georgia. Currently a registered financial advisor with Stephens, Boyd has an impressive 41 years of experience as a registered advisor. Boyd maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Boyd is able to advise clients based out of Georgia and Texas. Over the course of their career, they have held roles at Ubs Financial Services Inc, Citigroup Global Markets Inc and Stephens Inc. Stephens is headquartered in Atlanta, Georgia, and operates out of 23 other brick-and-mortar locations throughout the United States. As a registered investment firm, Stephens manages $10 billion in assets throughout 24,447 accounts and retains more than 692 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 11,975 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stephens offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

41 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

3344 Peachtree Road
Atlanta, GA 30326

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Stephens Brokerage Details

Total Assets Under Management

$9,537,640,039

GA Average: $880,205,985
Total Number of Employees

692

GA Average: 42
Total Number of Accounts

24,618

GA Average: 1,714
Average Account Size

$387,425

GA Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Montague Boyd Work History

Montague has 41 years of experience.

2014 - Present (5 years)

Stephens Inc

2009 - 2014 (5 years)

Ubs Financial Services Inc

1977 - 2009 (32 years)

Citigroup Global Markets Inc

Disclosures

Montague Boyd has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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