Christopher Dalto, financial advisor Waltham MA
90 score

Christopher Dalto

CRD Number: 3184220
Current Firm: Montis Financial, LLC

Christopher Dalto (CRD# 3184220) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has 1 year of experience in the finance industry. Christopher Dalto 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.

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Professional Designations
Company Name Location Dates Years
Montis Financial Waltham, MA Apr 2012 - Current 4
Delessert Financial Services Waltham, MA Nov 1999 - Apr 2012 12

Christopher Dalto has no recent exams reported.
Contact Info for Christopher J. Dalto
Phone Number: 781-541-5057
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    1,111
    ACCOUNTS
  • Average Account Value
    $422,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MA, NY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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