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
Cameron Gast
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cameron Michael Gast
At current firm
2 y
since May 1, 2024
In the industry
10 y
since Sep 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Montis Financial, LLC independent RIA currentsince May 1, 2024 · Waltham, Ma
- Charles Schwab & Co., Inc. national BDJan 26, 2022 to Apr 29, 2024 · Framingham, Ma
- Td Ameritrade Investment Management, LLC formerSep 16, 2021 to Sep 7, 2023 · Framingham, Ma
- Td Ameritrade, Inc. formerSep 16, 2021 to Oct 14, 2022 · Framingham, Ma
- Pruco Securities, LLC no RAUMFeb 5, 2021 to Jul 23, 2021 · Warwick, Ri
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Montis Financial, LLCleft Apr 29, 2024, registered May 1, 2024 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.left Sep 7, 2023, registered Jan 26, 2022 (-589 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 14, 2022, registered Sep 16, 2021 (-393 days) · corporate re-registration, not a move
- Pruco Securities, LLC to Td Ameritrade, Inc.left Jul 23, 2021, registered Sep 16, 2021 (55 days) · Other
Signals
- Cameron Gast left Charles Schwab & Co., Inc. for Montis Financial, Llc (registered 2024-05-01)Apr 29, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address