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Inactive

Cavan M Lamontagne

Winthrop Wealth

Boston, MA

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Current Employers
Winthrop Wealth

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-26
  • MA RA
    APPROVED
    Since 2025-06-26

Branch Locations

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • 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
Massmutual Life Insurance Co Boston MA 12/2023 04/2024
Mml Investors Services, Llc Boston MA 05/2022 04/2024
Mml Investors Services, Llc Boston MA 06/2021 11/2021
Rice Memorial High School Burlington VT 07/2014 06/2018
St. Lawrence University Canton NY 07/2018 05/2022
Lake Champlain Transportation Burlington VT 06/2015 08/2021
Vitalis Miami FL 01/2022 04/2022
Winthrop Advisory Group, Llc Boston MA 05/2024 Present
Baystate Financial Boston MA 05/2022 04/2024
  • 12/2023 → 04/2024
    Massmutual Life Insurance Co
    Boston, MA
  • 05/2022 → 04/2024
    Mml Investors Services, Llc
    Boston, MA
  • 06/2021 → 11/2021
    Mml Investors Services, Llc
    Boston, MA
  • 07/2014 → 06/2018
    Rice Memorial High School
    Burlington, VT
  • 07/2018 → 05/2022
    St. Lawrence University
    Canton, NY
  • 06/2015 → 08/2021
    Lake Champlain Transportation
    Burlington, VT
  • 01/2022 → 04/2022
    Vitalis
    Miami, FL
  • 05/2024 → Present
    Winthrop Advisory Group, Llc
    Boston, MA
  • 05/2022 → 04/2024
    Baystate Financial
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
Other Names
  • Cavan Marshall Lamontagne
  • Cavan Lamontagne

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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