Investment adviser representative · Montis Financial, LLC
Brian W. Burke
CRD 2973367 · Waltham, MA
At a glance
Brian W. Burke is an investment adviser representative with Montis Financial, LLC in Waltham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Montis Financial, LLCSince July 2022Waltham, MA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Montis Financial, LLC
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- Stephen W. BatzellWaltham · Chartered Financial Analyst
- Christiane S. DelessertWaltham · Certified Financial Planner
- Tucker P. DonahoeWaltham
- Dennis E. FollmerWaltham
- Cameron GastWaltham · Certified Financial Planner
- Denis C. HigginsWaltham · Certified Financial Planner, Chartered Financial Analyst
- Claudine P. SchrockWaltham · Certified Financial Planner
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