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Christopher Mark Tilden

Montis Financial, LLC

Waltham, MA

Manchester, NH

CRD 5294494

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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:

Current Employers
Montis Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-05
NH RA APPROVED 2024-10-11
  • MA RA
    APPROVED
    Since 2024-11-05
  • NH RA
    APPROVED
    Since 2024-10-11

Branch Locations

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

Manchester, NH • 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
Fidelity Investments Merrimack NH 02/2007 01/2017
Financial Navigators Inc Littleton MA 01/2017 09/2024
Montis Financial Waltham MA 10/2024 Present
  • 02/2007 → 01/2017
    Fidelity Investments
    Merrimack, NH
  • 01/2017 → 09/2024
    Financial Navigators Inc
    Littleton, MA
  • 10/2024 → Present
    Montis Financial
    Waltham, MA
Previous Registrations
  • 2017-01-20 → 2024-10-08
    Financial Navigators Inc.
    Manchester, NH
    Littleton, MA
    Littleton, MA
  • 2009-07-14 → 2017-01-06
    Merrimack, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-14
S63 Uniform Securities Agent State Law Examination 2007-05-10
  • S66 Uniform Combined State Law Examination
    2008-08-14
  • S63 Uniform Securities Agent State Law Examination
    2007-05-10
Designations
  • Certified Financial Planner
Other Names
  • Chris Tilden
  • Chris Mark Tilden

View on SEC IAPD

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