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Inactive

Christiane Shields Delessert

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 2012-04-30
  • MA RA
    APPROVED
    Since 2012-04-30

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
Montis Financial Waltham MA 04/2012 Present
  • 04/2012 → Present
    Montis Financial
    Waltham, MA
Previous Registrations
  • 2009-02-02 → 2012-05-02
    Delessert Financial Services Inc
    Waltham, MA
    Waltham, MA
  • 1994-04-14 → 2008-12-31
    Delessert Financial Services Inc
    Waltham, MA
  • 1994-03-29 → 1994-04-14
    Delessert Financial Services Inc
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-05-06
  • S63 Uniform Securities Agent State Law Examination
    1981-05-06
Designations
Other Names
  • Christiane S Shieldsdelessert
  • Christiane S Shields

View on SEC IAPD

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