Montis Financial, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

163986

SEC number

801-76534

Firm type

RIA

Assets under management

$1.3B as of Mar 18, 2026

Website

montisfinancial.com ↗

Phone

781-541-5057

Address

230 Third Avenue, Waltham, MA, 02451

Advisors at this firm

17 in our index · page 1 of 1

• Christopher Thomas AssadCRD 8257264 · Waltham, MA
  IA Registered
• Stephen Woolf BatzellCRD 2339587 · Waltham, MA
  IA Registered
• Joseph BragdonCRD 7820520 · Woodstock, VT
  IA Registered
• Timothy Robert BrownCRD 1404594 · Boise, ID
  IA Registered
• Brian W BurkeCRD 2973367 · Waltham, MA
  IA RegisteredRegistration inactive
• Christiane Shields DelessertCRD 725508 · Waltham, MA
  IA Registered
• Tucker Patrick DonahoeCRD 6096119 · Waltham, MA
  IA RegisteredRegistration inactive
• Dennis Eugene FollmerCRD 2256077 · Waltham, MA
  IA Registered
• Cameron GastCRD 7235785 · Waltham, MA
  IA RegisteredRegistration inactive
• Denis Colin HigginsCRD 2400603 · Waltham, MA
  IA Registered
• Casandra Ann JohnsonCRD 5332300 · Bolton, MA
  IA RegisteredRegistration inactive
• Claudine Patrice SchrockCRD 5636384 · Waltham, MA
  IA Registered
• Randall Krail SchaibleCRD 6710293 · Waltham, MA
  IA Registered
• Christopher Mark TildenCRD 5294494 · Waltham, MA
  IA RegisteredRegistration inactive
• Daniel Jay TraubCRD 3091754 · Waltham, MA
  IA Registered
• Robert Edward WhelanCRD 1295105 · Waltham, MA
  IA Registered
• John Michael YanchekCRD 5937158 · Waltham, MA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.