David Montaquiza has been an investment adviser representative at Municipal Asset Management since December 2021, and is not listed among the firm’s executive officers or direct owners.
Municipal Asset Management Inc is a Rye Brook, NY firm with $113M under management, 21 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 4 yearsRye Brook, NY · Adviser representative · Firm CRD 108320
Investment adviser representative registrations
David Montaquiza is registered as an investment adviser representative in New York, since December 2021.
- New YorkSince 1 December 2021
Examinations
No examinations are on David Montaquiza’s record.
- CRD
- 7433463
- Firm
- Municipal Asset Management · CRD 108320
- Office
- 3 INTERNATIONAL DRIVE, SUITE 100, Rye Brook, NY 10573
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does David Montaquiza work?
David Montaquiza is an investment adviser representative registered through Municipal Asset Management Inc since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Montaquiza a financial advisor?
Yes. David Montaquiza has a current investment-adviser registration in New York, through Municipal Asset Management since December 2021.
How many years of experience does David Montaquiza have?
David Montaquiza has 4 years in the financial industry, since November 2021, across 1 adviser firm.
Where is David Montaquiza based?
David Montaquiza’s registered office is in Rye Brook, NY.
Is David Montaquiza registered with FINRA?
No. David Montaquiza has no current broker registration.
How can I verify David Montaquiza’s record?
Search CRD 7433463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Montaquiza’s full registration record.