Cameron Gast (CRD# 7235785) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 3 years of experience in the finance industry. Cameron Gast has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montis Financial, LLC | Waltham, MA | Apr 2024 - Current | < 1 |
| Charles Schwab | Framingham, MA | Aug 2021 - Apr 2024 | 2 |
| Prudential | Warwick, RI | Aug 2020 - Jul 2021 | < 1 |
| Pruco Securities LLC | Warwick, RI | Feb 2020 - Jul 2021 | 1 |
| Roger Williams University | Bristol, RI | Sep 2016 - May 2020 | 3 |
| Eastern Bank | Dracut, MA | Jun 2018 - Sep 2018 | < 1 |
| School/roger Williams | Bristol, RI | Jan 2018 - Jun 2018 | < 1 |
| Eastern Bank | Dracut, MA | Dec 2017 - Jan 2018 | < 1 |
| School/roger Williams | Bristol, RI | Sep 2017 - Dec 2017 | < 1 |
| Eastern Bank | Lowell, MA | Jun 2017 - Sep 2017 | < 1 |
| School/roger Williams | Bristol, RI | Jan 2017 - Jun 2017 | < 1 |
| Eastern Bank | Lowell, MA | Dec 2016 - Jan 2017 | < 1 |
| School/roger Williams | Bristol, RI | Sep 2016 - Dec 2016 | < 1 |
| Eastern Bank | Andover, MA | Jun 2016 - Sep 2016 | < 1 |
| School/austin Prep | Reading, MA | Sep 2015 - Jun 2016 | < 1 |
| Eastern Bank | Andover, MA | Jun 2015 - Sep 2015 | < 1 |
| School/austin Prep | Reading, MA | Mar 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MA
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Total Assets Under Management639MILLIONS
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Total Number of Accounts1,035ACCOUNTS
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Average Account Value$617,165
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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