DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Casandra Ann Johnson

Montis Financial, LLCindependent RIAWaltham, Ma IA-onlyIAPD 5332300

Feed of 09/15/2026

Also filed as Casey Bass

At current firm

1 y

since Nov 5, 2024

In the industry

18 y

since Feb 29, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Financial Advisorreportedmontisfinancial.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Montis Financial, LLC independent RIA current
since Nov 5, 2024 · Bolton, Ma
Financial Navigators Inc. former
Apr 16, 2019 to Oct 8, 2024 · Littleton, Ma
Advice And Planning Services BD affiliated
Jan 28, 2014 to Mar 20, 2019 · Waltham, Ma
Equitable Advisors, LLC national BD
Oct 8, 2013 to Dec 23, 2013 · Wellesley, Ma

Moves

a registration end followed by a registration begin elsewhere

Financial Navigators Inc. to Montis Financial, LLC
left Oct 8, 2024, registered Nov 5, 2024 (28 days) · RIA to RIA · moved with a team
Advice And Planning Services to Financial Navigators Inc.
left Mar 20, 2019, registered Apr 16, 2019 (27 days) · Affiliated broker-dealer or bank to independent RIA
Equitable Advisors, LLC to Advice And Planning Services
left Dec 23, 2013, registered Jan 28, 2014 (36 days) · Other

Signals

Casandra Ann Johnson left Financial Navigators Inc. for Montis Financial, Llc (registered 2024-11-05)
Oct 8, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address