Best Investors Account Sign in
Inactive

Robert Edward Whelan

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 2024-05-15
  • MA RA
    APPROVED
    Since 2024-05-15

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
The Colony Group, Llc Boston MA 09/2006 02/2017
Ferris Capital, Llc Marlborough MA 05/2017 07/2019
Lido Advisors Los Angeles CA 07/2019 07/2020
Montis Financial, Llc Waltham MA 04/2024 Present
Wilmington Trust Boston MA 07/2020 04/2024
  • 09/2006 → 02/2017
    The Colony Group, Llc
    Boston, MA
  • 05/2017 → 07/2019
    Ferris Capital, Llc
    Marlborough, MA
  • 07/2019 → 07/2020
    Lido Advisors
    Los Angeles, CA
  • 04/2024 → Present
    Montis Financial, Llc
    Waltham, MA
  • 07/2020 → 04/2024
    Wilmington Trust
    Boston, MA
Previous Registrations
  • 2019-09-17 → 2020-08-03
    Lido
    Los Angeles, CA
  • 2017-05-30 → 2019-08-13
    Ferris Capital, Llc
    Southborough, MA
  • 2012-01-03 → 2017-03-13
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 2007-01-31 → 2011-12-20
    The Colony Group, Llc
    Boston, MA
  • 2007-10-12 → 2011-12-20
    The Colony Group Of Naples, Llc
    Boston, MA
  • 2005-02-22 → 2006-09-08
    Kobren Insight Management Inc
    Wellesley Hills, MA
  • 1995-05-10 → 2003-11-05
    Kobren Insight Management Inc
    Wellesley Hills, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-14
S63 Uniform Securities Agent State Law Examination 1988-01-27
  • S65 Uniform Investment Adviser Law Examination
    1993-06-14
  • S63 Uniform Securities Agent State Law Examination
    1988-01-27
Other Names
  • Bob Whelan
  • Bob Edward Whelan

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