Financial ADVSR advisor directory · SEC adviser records
Montis Financial, LLC financial advisors in Waltham, MA
Every SEC-registered investment adviser representative at a Montis Financial, LLC office in Waltham, A to Z.
The short answer
14 registered advisors work at Montis Financial, LLC in Waltham, out of 16 at the firm nationwide; it ranks number 7 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Montis Financial, LLC advisors in Waltham, A to Z
Every Montis Financial, LLC advisor →- Christopher T. AssadCertified Financial Planner
- Stephen W. BatzellChartered Financial Analyst
- Timothy R. BrownInvestment adviser rep
- Brian W. BurkeCertified Financial Planner
- Christiane S. DelessertCertified Financial Planner
- Tucker P. DonahoeInvestment adviser rep
- Dennis E. FollmerInvestment adviser rep
- Cameron GastCertified Financial Planner
- Denis C. HigginsCertified Financial Planner, Chartered Financial Analyst
- Casandra A. JohnsonInvestment adviser rep
- Claudine P. SchrockCertified Financial Planner
- Daniel J. TraubInvestment adviser rep
- Robert E. WhelanInvestment adviser rep
- John M. YanchekInvestment adviser rep
Montis Financial, LLC advisors in every city and state →Montis Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Montis Financial, LLC advisors in other cities
Other firms in Waltham
All Waltham advisors →Commonwealth Financial Network 130Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8Windrose Advisors LLC 8
Questions
How many financial advisors does Montis Financial, LLC have in Waltham?
14 investment adviser representatives are registered at Montis Financial, LLC offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Montis Financial, LLC one of the largest advisor employers in Waltham?
Montis Financial, LLC ranks number 7 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.
How do I check a Montis Financial, LLC advisor in Waltham?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.