Brian W Burke

Employer firm

Montis Financial, LLC CRD 163986

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 05/2022
  Morgan Stanley Smith Barney
  Wellesley, MA
• 07/2022 → Present
  Montis Financial, Llc
  Waltham, MA

Previous Registrations

• 2011-04-29 → 2011-12-31
  Morgan Stanley
  Wellesley, MA
• 2006-10-17 → 2011-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dearborn, MI
  Wellesley Hills, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-10-16
• S63 Uniform Securities Agent State Law Examination
  1998-02-19

Designations

• Certified Financial Planner