Montis Financial, LLC

Montis Financial, LLC (CRD# 163986) is a financial advisory firm headquartered in Waltham, MA. They manage $468,989,247 in 1,111 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY

Financial Advisors at Montis Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christiane S. Delessert
CRD#: 725508
230 Third Avenue, Fifth Floor, Waltham, MA 02451
96
Wealthminder
score

Christiane Delessert (CRD# 725508) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 35 years of experience in the finance industry. Christiane Delessert 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.

2
Christopher J. Dalto
CRD#: 3184220
230 Third Avenue, Fifth Floor, Waltham, MA 02451
90
Wealthminder
score

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.

3
Jonathan M. Ullman
CRD#: 5907611
230 Third Avenue, Fifth Floor, Waltham, MA 02451
90
Wealthminder
score

Jonathan Ullman (CRD# 5907611) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has 1 year of experience in the finance industry. Jonathan Ullman 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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