John Yanchek, financial advisor Waltham MA

John Yanchek

CRD Number: 5937158
Current Firm: Montis Financial, LLC

John Yanchek (CRD# 5937158) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 6 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Montis Financial, LLC Waltham, MA Dec 2021 - Current < 1
Threehill Capital Partners Boston, MA Jan 2020 - Nov 2021 1
Arclight Capital Partners Boston, MA Jan 2017 - Jan 2020 3
Goldman Sachs & Company New York, NY Jul 2012 - Dec 2016 4
Matrix Advisors New York, NY Aug 2014 - May 2015 < 1
Goldman Sachs & Company New York, NY Jul 2012 - Jul 2014 2
Tortoise Investment Mgmt White Plains, NY Jun 2010 - Aug 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for John M. Yanchek
Phone Number: 781-541-5057
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    748
    MILLIONS
  • Total Number of Accounts
    1,170
    ACCOUNTS
  • Average Account Value
    $639,487
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, DC, FL, LA, MA, NC, NH, NY, VA, VT

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