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.
Advisor moves
Arrivals at Montis Financial, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Woolf Batzell | Abacus Financial Advisors unclassified | Montis Financial, LLC independent RIA | Other | Sep 2, 2025 | Aug 25, 2025 |
| Denis Colin Higgins | Ewm Wealth Management LLC unclassified | Montis Financial, LLC independent RIA | Other | Mar 24, 2025 | Mar 13, 2025 |
| Daniel Jay Traub | Tempo Financial Advisors, LLC unclassified | Montis Financial, LLC independent RIA | Other | Nov 25, 2024 | Oct 3, 2024 |
| Christopher Mark Tilden | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Oct 11, 2024 |
| Casandra Ann Johnson | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Nov 5, 2024 |
| Mariah Marie Maines | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Nov 5, 2024 |
| Cameron Gast | Charles Schwab & Co., Inc. national BD | Montis Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2024 | May 1, 2024 |
| Timothy Robert Brown | 360 Family Office, LLC unclassified | Montis Financial, LLC independent RIA | Other | Jan 2, 2024 | Dec 14, 2023 |
| Claudine Patrice Schrock | Rwa Wealth Partners independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Jun 5, 2023 | Jun 30, 2023 |
| Robert Edward Whelan | Lido independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Aug 3, 2020 | May 15, 2024 (1381 d) |
| Tucker Patrick Donahoe | Putnam Investment Management, LLC asset manager | Montis Financial, LLC independent RIA | Other | Jan 27, 2020 | Dec 15, 2021 (688 d) |
| Mary Kathryn Konetzny | Rwa Wealth Partners other | Montis Financial, LLC other | Other | Aug 7, 2017 | Feb 6, 2018 (183 d) |
| Christiane Shields Delessert | Delessert Financial Services Inc other | Montis Financial, LLC no RAUM | Other | May 2, 2012 | Apr 30, 2012 |
| Brian W Burke | Morgan Stanley wirehouse | Montis Financial, LLC independent RIA | Wirehouse to independent RIA | Dec 31, 2011 | Jul 19, 2022 (3853 d) |
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14 moves match.