Christopher Brett Montich

Current Employers

Employment History

• 09/2002 → 03/2017
  Metlife Securities Co.
  New York, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  Newtown Square, PA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA

Previous Registrations

• 2004-03-24 → 2017-03-25
  Msi Financial Services, Inc.
  Marlton, NJ
  Cherry Hill, NJ
  Plymouth Meeting, PA
  Newtown Square, PA

Other Businesses

1) NAME: MONTICH GRANDCHILDREN 2017 ILIT INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: TRUSTEE POSITION: CO-TRUSTEE START DATE: 11/2017 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LIFE INSURANCE TRUST SET UP FOR THE GRANDCHILDREN OF PARENTS OF REP 2) NAME: UPPER MERION TOWNSHIP INV REL: N ADD: 175 WEST VALLEY FORGE RD KING OF PRUSSIA, PA 19406 NATURE: POLITICAL OFFICE POSITION: BOARD OF COMMUNITY ASSISTANCE START DATE: 02/2018 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: EVALUATE AND AWARD GRANTS TO COMMUNITY 3) NAME: BRETT MONTICH INV REL: Y ADD: 16 CAMPUS BLVD NEWTOWN SQUARE, PA 19073 NATURE: NONMMLIA INSURANCE BROKERAGE POSITION: AGENT START DATE: 9/2016 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP HEALTH 4) NAME: SA3B, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: HOLDING COMPANY FOR FEES POSITION: SOLE MEMBER START DATE: 04/01/2023 NO. HR/MO: 100 NO. HR/MO DURING SEC TRADING: 100 DESCRIBE DUTIES: THIS IS A HOLDING COMPANY TO COLLECT FEES FROM INVESTMENT ADVISORY AND FINANCIAL PLANNING FEES 5) NAME: BRETT MONTICH INV REL: Y ADD: 16 CAMPUS BLVD NEWTOWN SQUARE, PA 19073 NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 08/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: REFERRALS FOR LIFE SETTLEMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-13
• S63 Uniform Securities Agent State Law Examination
  2000-07-05

Designations

Other Names

• Brett Montich