Stephen Woolf Batzell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1993-06-29

Designations

• Chartered Financial Analyst

Other Names

• Steve Batzell