Timothy Brown (CRD# 1404594) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 25 years of experience in the finance industry.
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 | Boise, ID | Dec 2023 - Current | < 1 |
| 360 Family Office | Boise, ID | Jan 2022 - Dec 2023 | 1 |
| 360 Wealth Resources | Boise, ID | Jun 2012 - Jan 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- ID
- TX
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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)
AL, CA, CT, DC, FL, ID, MA, ME, NC, NH, NY, OR, PA, SC, TX, VA, VT
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