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Randall Krail Schaible

Montis Financial, LLC

Norristown, PA

Waltham, MA

CRD 6710293

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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:

Current Employers
Montis Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-04
MA RA APPROVED 2016-11-23
  • PA RA
    APPROVED
    Since 2025-05-04
  • MA RA
    APPROVED
    Since 2016-11-23

Branch Locations

Norristown, PA • United States

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, Llc Waltham MA 01/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-14
  • S65 Uniform Investment Adviser Law Examination
    2016-11-14
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Randy Schaible

View on SEC IAPD

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