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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

TitleManaging Principal And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
View Montag & Caldwell LLC →

Advocacy Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Advocacy Wealth Management, LLC →