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Joseph Paul Montana

Twelve Points Wealth Management

Concord, MA

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Current Employers
Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-22
  • MA RA
    APPROVED
    Since 2025-05-22

Branch Locations

9 Pond Lane Suite 3A, Concord, MA 01742 • 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
Ccr Wealth Management Westborough MA 08/2014 03/2022
Sfp Wealth Wellesley MA 10/2022 04/2025
Fine Home Contracting, Llc Plymouth CT 03/2022 09/2022
Twelve Points Wealth Management Concord MA 05/2025 Present
  • 08/2014 → 03/2022
    Ccr Wealth Management
    Westborough, MA
  • 10/2022 → 04/2025
    Sfp Wealth
    Wellesley, MA
  • 03/2022 → 09/2022
    Fine Home Contracting, Llc
    Plymouth, CT
  • 05/2025 → Present
    Twelve Points Wealth Management
    Concord, MA
Previous Registrations
  • 2015-03-30 → 2022-03-29
    Cetera Advisors Llc
    Westborough, MA
  • 2014-01-15 → 2014-08-29
    Abg Retirement Plan Investment Services
    Peoria, IL
  • 2010-06-04 → 2011-09-07
    Morgan Stanley
    Peoria, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-17
S65 Uniform Investment Adviser Law Examination 2010-06-02
  • S63 Uniform Securities Agent State Law Examination
    2014-09-17
  • S65 Uniform Investment Adviser Law Examination
    2010-06-02
Other Names
  • Joseph P Montana
  • Joseph Montana

View on SEC IAPD

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Other Investors

JEFFREY STUART KING
Gregory Alan Phillips
Carolyn Brenda Mullins
Tracey Beauregard Hartford
NEIL JOSEPH TREMBLAY
DEBORAH NORTH CARTISSER
CHRISTOPHER ALAN CAHILL
DAVID MATTHEW CLAYMAN

Other Offices

NEWEDGE ADVISORS · Concord, MA
NEWEDGE ADVISORS · Concord, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, MA
INTEGRATED WEALTH CONCEPTS LLC · Concord, MA
OSAIC WEALTH, INC. · CONCORD, MA
BAY COLONY ADVISORS · CONCORD, MA
USA MUTUALS ADVISORS, INC. · CONCORD, MA
HORNOR, TOWNSEND & KENT, LLC · CONCORD, MA

More in Concord, MA

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