Investment adviser representative · Twelve Points Wealth Management
Joseph P. Montana
CRD 5505765 · Concord, MA
At a glance
Joseph P. Montana is an investment adviser representative with Twelve Points Wealth Management in Concord, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Twelve Points Wealth ManagementSince May 2025Concord, MA · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’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
- 3 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 Twelve Points Wealth Management
- Joseph M. BelsantiConcord
- Stephen J. BrunoConcord · Chartered Financial Analyst
- Christopher A. CahillConcord · Certified Financial Planner
- Deborah N. CartisserConcord
- David M. ClaymanConcord
- Joel D. FearonConcord
- Francesca E. FedericoConcord
- Emanuel N. FrangiadakisConcord
Every advisor at Twelve Points Wealth Management →Twelve Points Wealth Management: assets, clients and custodians →Financial advisors in Concord, MA →Every Twelve Points Wealth Management advisor in Concord →Advisor Moves: who changed firms this week →