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Joseph Bragdon

Montis Financial, LLC

Woodstock, VT

Waltham, MA

CRD 7820520

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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
VT RA APP_PEND_IARCE 2026-01-01
  • VT RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Woodstock, VT • 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 Woodstock VT 10/2023 Present
Conservest Management Woodstock VT 06/1973 09/2023
  • 10/2023 → Present
    Montis Financial, Llc
    Woodstock, VT
  • 06/1973 → 09/2023
    Conservest Management
    Woodstock, VT
Other Names
  • Jay Bragdon

View on SEC IAPD

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