Joan E Gursky
Chief Compliance OfficerMontgomery Financial Services, LLCCRD 8213798
About Joan E Gursky
Joan E Gursky is listed as Chief Compliance Officer at Montgomery Financial Services, LLC in Ocean City, MD. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Montgomery Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joan E Gursky work?
Joan E Gursky is listed as Chief Compliance Officer at Montgomery Financial Services, LLC on SEC Form ADV.
How much of Montgomery Financial Services, LLC does Joan E Gursky own?
Form ADV reports a beneficial ownership band of Under 5%.
Montgomery Financial Services, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |