Broker Check
Bryan  Montenegro

Bryan Montenegro is a financial planner at Equitable Advisors who helps families and businesses achieve their financial goals by bringing expertise, education, and clarity to the clients he serves. Bryan champions impact and sustainable investing, and helping clients implement strategies that seek to achieve a positive impact in their financial plans. His practice emphasizes working with business owners, multi-generational families, and educational institutions. Bryan started his career with a true passion for capital markets, making an impact on society, as well as growing and protecting client assets.

After graduating from C.F Brewer High School, he attended the University of Texas at Arlington and obtained a degree in both Finance and Economics. Bryan is actively pursuing his Chartered Financial Analyst (CFA) designation which is the highest distinction in the investment management profession with a focus on rigorous curriculum and strong ethical foundations. Bryan has been recognized as a national leader amongst his peers for his service and dedication to his clients. Outside of work, Bryan enjoys playing golf, traveling, and spending time with his family. Bryan is proficient in both English and Spanish and has always been passionate about aviation since his early childhood. He looks forward to obtaining his private pilot’s license in the future. Bryan strives to excel everyday at the “7F” philosophy, which consists of balancing faith, family, friends, finances, future, fitness, and fun. In his free time, Bryan volunteers at his church and actively engages in outdoor activities such as rock climbing and long-distance cycling.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Tack Advisors is not owned or operated by Equitable Advisors, LLC or its affiliates.