Managing Partner · Montis Financial, LLC
Tucker P. Donahoe
CRD 6096119 · Named on Form ADV at one SEC-registered adviser
At a glance
Montis Financial, LLC, an SEC-registered wealth manager based in Waltham, MA with $1.3 billion in regulatory assets, lists Tucker P. Donahoe on its Form ADV as Managing Partner, a control person.
Firms and roles
- Montis Financial, LLCManaging PartnerWealth manager · Waltham, MA · $1.3B in regulatory assets
AtlasMembers
Tucker’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John M. YanchekChief Executive Officer, Montis Financial, LLC
- Dennis E. FollmerChief Investment Officer, Montis Financial, LLC
- Judy T. WeedenChief Operating Officer, Montis Financial, LLC
- Adrian N. KetriChief Compliance Officer, Montis Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tucker’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.