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Claudine Patrice Schrock

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 2023-06-30
  • MA RA
    APPROVED
    Since 2023-06-30

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
Adviser Investments Llc Newton MA 07/2014 05/2023
Montis Financial, Llc Waltham MA 06/2003 Present
  • 07/2014 → 05/2023
    Adviser Investments Llc
    Newton, MA
  • 06/2003 → Present
    Montis Financial, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-11
S63 Uniform Securities Agent State Law Examination 2011-07-20
  • S65 Uniform Investment Adviser Law Examination
    2015-05-11
  • S63 Uniform Securities Agent State Law Examination
    2011-07-20
Designations
Other Names
  • Claudine Patrice Lafavre
  • Claudine Patrice Lafavre

View on SEC IAPD

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