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Tucker Patrick Donahoe

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 2021-12-15
  • MA RA
    APPROVED
    Since 2021-12-15

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
Putnam Investments Boston MA 05/2018 01/2020
Montis Financial, Llc Waltham MA 12/2021 Present
Putnam Investments Boston MA 05/2015 04/2018
Threehill Capital Partners Boston MA 01/2020 11/2021
  • 05/2018 → 01/2020
    Putnam Investments
    Boston, MA
  • 12/2021 → Present
    Montis Financial, Llc
    Waltham, MA
  • 05/2015 → 04/2018
    Putnam Investments
    Boston, MA
  • 01/2020 → 11/2021
    Threehill Capital Partners
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-01
S63 Uniform Securities Agent State Law Examination 2013-12-31
  • S65 Uniform Investment Adviser Law Examination
    2014-05-01
  • S63 Uniform Securities Agent State Law Examination
    2013-12-31

View on SEC IAPD

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