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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst13 years in industry

William E Montague

Advisor at FOCUS PARTNERS WEALTH, LLC

Needham, MA

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Search this name across graphsid dfx:ria:10c5d52d-a8ac-3cf6-379f-ae10b85e2bce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65|S63
First exam: Sep 20, 2019
First registration: Mar 9, 2020
Dual registered: no
Other names: William Edward Montague|William E Montague
IAPD individual key: 6650350

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	May 28, 2026	n/a	yes	Needham, MA	Current employment
CYNOSURE PORTFOLIO ADVISORS LLC	Bank affiliated wealth	Oct 14, 2025	May 12, 2026	no	WESTFORD, MA\|SALT LAKE CITY, UT	Previous registration
CYNOSURE GROUP, LLC	Other adviser	Apr 12, 2023	Oct 7, 2025	no	SALT LAKE CITY, UT\|Westford, MA	Previous registration
SVB WEALTH	Independent wealth	Jun 28, 2022	Apr 25, 2023	no	Newton, MA	Previous registration
SVB INVESTMENT SERVICES INC.	Former SEC adviser	Apr 28, 2020	Jul 29, 2022	no	Newton, MA\|Newton, MA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 9, 2020	Apr 21, 2020	no	NEEDHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CYNOSURE PORTFOLIO ADVISORS LLC	FOCUS PARTNERS WEALTH, LLC	May 12, 2026	May 28, 2026	16	Firm change	RIA to RIA
CYNOSURE GROUP, LLC	CYNOSURE PORTFOLIO ADVISORS LLC	Oct 7, 2025	Oct 14, 2025	7	Firm change	Other
SVB WEALTH	CYNOSURE GROUP, LLC	Apr 25, 2023	Apr 12, 2023	-13	Firm change	Other
SVB INVESTMENT SERVICES INC.	SVB WEALTH	Jul 29, 2022	Jun 28, 2022	-31	Bulk transfer	Ibd to RIA
MML INVESTORS SERVICES, LLC	SVB INVESTMENT SERVICES INC.	Apr 21, 2020	Apr 28, 2020	7	Firm change	Ibd to RIA

Relationships

Registered with (6)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ CYNOSURE PORTFOLIO ADVISORS LLCRegistered adviserregistration: previous registration
Oct 14, 2025 to May 12, 2026factForm ADV
→ CYNOSURE GROUP, LLCRegistered adviserregistration: previous registration
Apr 12, 2023 to Oct 7, 2025factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jun 28, 2022 to Apr 25, 2023factForm ADV
→ SVB INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Apr 28, 2020 to Jul 29, 2022factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 9, 2020 to Apr 21, 2020factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
William E Montague left Cynosure Portfolio Advisors Llc for Focus Partners Wealth, Llc (registered 2026-05-28)
Form ADVobserved 4 days ago
Occurred
Oct 7, 2025
Advisor changed firm
William E Montague left Cynosure Group, Llc for Cynosure Portfolio Advisors Llc (registered 2025-10-14)
Form ADVobserved 4 days ago
Occurred
Apr 25, 2023
Advisor changed firm
William E Montague left Svb Wealth for Cynosure Group, Llc (registered 2023-04-12)
Form ADVobserved 4 days ago