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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Montis Financial, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Montis Financial, LLC office in Massachusetts, by city and A to Z.

The short answer

14 registered advisors work at Montis Financial, LLC in Massachusetts, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Waltham (14). 6 list the CFP designation and 0 are also registered broker representatives.

Montis Financial, LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Waltham 14

Montis Financial, LLC advisors in Massachusetts, A to Z

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Questions

How many Montis Financial, LLC financial advisors are in Massachusetts?

14 investment adviser representatives are registered at Montis Financial, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Montis Financial, LLC have the most advisors?

Waltham, with 14. Montis Financial, LLC has advisors in 1 city in Massachusetts.

How do I check a Montis Financial, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Montis Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.