Brian Thomas Montgomery
Chief Financial OfficerLegalist, Inc.CRD 5704797
About Brian Thomas Montgomery
Brian Thomas Montgomery is listed as Chief Financial Officer at Legalist, Inc. in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. Brian Thomas Montgomery is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Legalist, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Thomas Montgomery work?
Brian Thomas Montgomery is listed as Chief Financial Officer at Legalist, Inc. on SEC Form ADV.
How much of Legalist, Inc. does Brian Thomas Montgomery own?
Form ADV reports a beneficial ownership band of Under 5%.
Legalist, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Legalist, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |