Best Investors Account Sign in
Inactive

Denis Colin Higgins

Montis Financial, LLC

Waltham, MA

Claim This Profile
Current Employers
Montis Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-13
  • MA RA
    APPROVED
    Since 2025-03-13

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
Edelstein & Company Boston MA 05/2002 01/2022
Ewm Wealth Management Boston MA 05/2002 02/2025
Anokiwave Inc Boston MA 07/2022 02/2024
Montis Financial Waltham MA 02/2025 Present
  • 05/2002 → 01/2022
    Edelstein & Company
    Boston, MA
  • 05/2002 → 02/2025
    Ewm Wealth Management
    Boston, MA
  • 07/2022 → 02/2024
    Anokiwave Inc
    Boston, MA
  • 02/2025 → Present
    Montis Financial
    Waltham, MA
Previous Registrations
  • 2002-08-13 → 2025-03-24
    Ewm Wealth Management Llc
    Boston, MA
    Portsmouth, NH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-12
  • S63 Uniform Securities Agent State Law Examination
    1993-10-12
Designations

View on SEC IAPD

Other Firms

PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
HIGHTOWER ADVISORS, LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor