Inactive

Christopher Thomas Assad

Montis Financial, LLC

CRD 8257264

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Employer firm

Montis Financial, LLC CRD 163986

$1.26B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Montis Financial, Llc

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-01

MA RA
APPROVED

Since 2026-05-01

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

Organization	City	State	From	To
Brown Brothers Harriman	New York	NY	07/2021	04/2025
Bessemer Trust	Boston	MA	04/2025	12/2025
Montis Financial, Llc	Waltham	MA	03/2026	Present
Medway High School	Medway	MA	08/2013	06/2017
Boston College	Boston	MA	09/2017	05/2021

07/2021 → 04/2025

Brown Brothers Harriman

New York, NY
04/2025 → 12/2025

Bessemer Trust

Boston, MA
03/2026 → Present

Montis Financial, Llc

Waltham, MA
08/2013 → 06/2017

Medway High School

Medway, MA
09/2017 → 05/2021

Boston College

Boston, MA

Designations

Certified Financial Planner

Other Names

Christopher Assad

View on SEC IAPD

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