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Inactive

Stephen Woolf Batzell

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 2025-08-25
  • MA RA
    APPROVED
    Since 2025-08-25

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
Abacus Financial Advisors Framingham MA 01/2000 08/2025
Montis Financial Waltham MA 08/2025 Present
  • 01/2000 → 08/2025
    Abacus Financial Advisors
    Framingham, MA
  • 08/2025 → Present
    Montis Financial
    Waltham, MA
Previous Registrations
  • 2007-01-19 → 2025-09-02
    Abacus Financial Advisors
    Arlington, MA
  • 2005-04-04 → 2006-12-31
    Abacus Financial Advisors
    Arlington, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-06-29
  • S63 Uniform Securities Agent State Law Examination
    1993-06-29
Designations
Other Names
  • Steve Batzell

View on SEC IAPD

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