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Inactive

Cameron Gast

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 2024-05-01
  • MA RA
    APPROVED
    Since 2024-05-01

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
Pruco Securities Llc Warwick RI 02/2020 07/2021
Eastern Bank Andover MA 06/2016 09/2016
School/Roger Williams Bristol RI 09/2016 12/2016
Eastern Bank Lowell MA 12/2016 01/2017
School/Roger Williams Bristol RI 01/2017 06/2017
Eastern Bank Lowell MA 06/2017 09/2017
School/Roger Williams Bristol RI 09/2017 12/2017
Eastern Bank Dracut MA 12/2017 01/2018
School/Roger Williams Bristol RI 01/2018 06/2018
Eastern Bank Dracut MA 06/2018 09/2018
Prudential Warwick RI 08/2020 07/2021
Charles Schwab Framingham MA 08/2021 04/2024
Montis Financial, Llc Waltham MA 04/2024 Present
Roger Williams University Bristol RI 09/2016 05/2020
  • 02/2020 → 07/2021
    Pruco Securities Llc
    Warwick, RI
  • 06/2016 → 09/2016
    Eastern Bank
    Andover, MA
  • 09/2016 → 12/2016
    School/Roger Williams
    Bristol, RI
  • 12/2016 → 01/2017
    Eastern Bank
    Lowell, MA
  • 01/2017 → 06/2017
    School/Roger Williams
    Bristol, RI
  • 06/2017 → 09/2017
    Eastern Bank
    Lowell, MA
  • 09/2017 → 12/2017
    School/Roger Williams
    Bristol, RI
  • 12/2017 → 01/2018
    Eastern Bank
    Dracut, MA
  • 01/2018 → 06/2018
    School/Roger Williams
    Bristol, RI
  • 06/2018 → 09/2018
    Eastern Bank
    Dracut, MA
  • 08/2020 → 07/2021
    Prudential
    Warwick, RI
  • 08/2021 → 04/2024
    Charles Schwab
    Framingham, MA
  • 04/2024 → Present
    Montis Financial, Llc
    Waltham, MA
  • 09/2016 → 05/2020
    Roger Williams University
    Bristol, RI
Previous Registrations
  • 2022-01-26 → 2024-04-29
    Charles Schwab & Co., Inc.
    Framingham, MA
    Boston, MA
    Chestnut Hill, MA
  • 2021-09-16 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Boston, MA
    Framingham, MA
  • 2021-09-16 → 2022-10-14
    Td Ameritrade, Inc.
    Boston, MA
    Framingham, MA
    Chestnut Hill, MA
  • 2021-02-05 → 2021-07-23
    Pruco Securities, Llc.
    Warwick, RI
    Shelton, CT
    Warwick, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2020-07-31
Designations
Other Names
  • Cameron Michael Gast
  • Cameron Gast

View on SEC IAPD

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