Riley Rosebee
Advisor at Montis Management
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Riley Rosebee is a Series 65-licensed financial advisor with one year of industry experience, currently operating as the sole advisor at Montis Management in Sedona, AZ. His prior roles include positions at Godspeed, Stocktwits, and the PGA Tour. He is also involved with Sedona Golf Resort outside of his advisory work. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, utilizing a trend-following investment approach across traditional and alternative asset classes. The firm emphasizes a documented investment policy process and exercises full discretionary trading authority on behalf of its clients.
Expertise
Based on Montis Management
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
up to 1.33% of assets under management, billed quarterly and prorated
Account minimum: $100,000
Location
Sedona, AZ
Most active in
Riley R has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
Godspeed
2025 - Present (1 year)
Sedona Golf Resort
2024 - Present (2 years)
Stocktwits
2024 - 2024 (1 year)
Stocktwits
2023 - Present (3 years)
PGA Tour
2022 - 2023 (1 year)
Osprey Funds
2021 - 2022 (1 year)
Stocktwits
2019 - 2021 (2 years)
Longboard Capital
2019 - 2019 (1 year)
All Star Charts
2018 - 2019 (1 year)
SMB Capital
2018 - 2018 (1 year)
Atlas Capital
2017 - 2018 (1 year)
Bayntree Wealth Advisors
2017 - 2017 (1 year)
Chase Bank
2016 - 2017 (1 year)
Prime Hydration
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Sedona, AZ
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