Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Stephen Montez
Financial advisor at Nerdwallet Wealth Partners
Stephen Montez is a fiduciary financial advisor in New York, New York, with 4 years in the industry. Stephen joined Nerdwallet Wealth Partners in 2026, after a year at Equitable Advisors and a year at Merrill. Nerdwallet Wealth Partners offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?More experience than 53% of advisors at Nerdwallet Wealth Partners
Office123 William Street 21st Floor, New York, NY 10038
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$378,737
Advisors at the firm17
States licensed ?1 state
Services through Nerdwallet Wealth Partners
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowNerdwallet Wealth Partners, LLCCurrent firm
- Sep 2025 – Jul 2026Equitable Advisors, LLCPreviously
- Aug 2024 – Jul 2025MerrillPreviously
- Jun 2023 – Mar 2024Fidelity Personal and Workplace AdvisorsPreviously
Contact Stephen
(917) 275-7821Nerdwallet Wealth Partners main office 123 William Street 21st FloorNew York, NY 10038Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Nerdwallet Wealth Partners at (917) 275-7821 and ask for Stephen Montez. Stephen works from the New York, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2022, about 4 years. More experience than 53% of advisors at Nerdwallet Wealth Partners.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Nerdwallet Wealth Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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