Rebecca Mitchell Keister
Managing Principal And Chief Compliance OfficerMontag & Caldwell LLCCRD 336791
About Rebecca Mitchell Keister
Rebecca Mitchell Keister is listed as Managing Principal And Chief Compliance Officer at Montag & Caldwell LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%. Rebecca Mitchell Keister is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Montag & Caldwell LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Rebecca Mitchell Keister work?
Rebecca Mitchell Keister is listed as Managing Principal And Chief Compliance Officer at Montag & Caldwell LLC on SEC Form ADV.
How much of Montag & Caldwell LLC does Rebecca Mitchell Keister own?
Form ADV reports a beneficial ownership band of Under 5%.
Montag & Caldwell LLC
| Title | Managing Principal And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Advocacy Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |