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Daniel Jay Traub

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 2024-10-03
  • MA RA
    APPROVED
    Since 2024-10-03

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
Tempo Financial Advisors, Llc Needham MA 06/2008 06/2024
Montis Financial, Llc Waltham MA 07/2024 Present
  • 06/2008 → 06/2024
    Tempo Financial Advisors, Llc
    Needham, MA
  • 07/2024 → Present
    Montis Financial, Llc
    Waltham, MA
Previous Registrations
  • 2008-06-24 → 2024-11-25
    Tempo Financial Advisors, Llc
    Needham, MA
  • 2005-01-13 → 2009-02-05
    Braver Wealth Management, Llc
    Newton, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-20
  • S63 Uniform Securities Agent State Law Examination
    1998-10-20
Other Names
  • Dan Traub

View on SEC IAPD

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