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Brian W Burke

Montis Financial, LLC

Waltham, MA

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Current Employers
Montis Financial, Llc

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-19
  • MA RA
    APPROVED
    Since 2022-07-19

Branch Locations

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Wellesley MA 04/2011 05/2022
Montis Financial, Llc Waltham MA 07/2022 Present
  • 04/2011 → 05/2022
    Morgan Stanley Smith Barney
    Wellesley, MA
  • 07/2022 → Present
    Montis Financial, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-16
S63 Uniform Securities Agent State Law Examination 1998-02-19
  • S66 Uniform Combined State Law Examination
    2006-10-16
  • S63 Uniform Securities Agent State Law Examination
    1998-02-19
Designations

View on SEC IAPD

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