Best Investors Account Sign in
Inactive

Casandra Ann Johnson

Montis Financial, LLC

Bolton, MA

Waltham, MA

CRD 5332300

Claim This Profile
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
  • MA RA
    APPROVED
    Since 2024-11-05

Branch Locations

Bolton, MA • United States

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
Tiaa Waltham MA 01/2014 03/2019
Financial Navigators, Inc. Littleton MA 04/2019 10/2024
Montis Financial, Llc Waltham MA 10/2024 Present
  • 01/2014 → 03/2019
    Tiaa
    Waltham, MA
  • 04/2019 → 10/2024
    Financial Navigators, Inc.
    Littleton, MA
  • 10/2024 → Present
    Montis Financial, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-27
S63 Uniform Securities Agent State Law Examination 2008-02-29
  • S65 Uniform Investment Adviser Law Examination
    2013-09-27
  • S63 Uniform Securities Agent State Law Examination
    2008-02-29
Other Names
  • Casey Bass
  • Casandra Bass
  • Casandra Ann Bass

View on SEC IAPD

More in Bolton, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor