Denis Colin Higgins

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

• 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

• S63 Uniform Securities Agent State Law Examination
  1993-10-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst