Brian
Burke
Montis Financial, LLC
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About this Advisor
Brian Burke is a financial advisor based in Waltham, Massachusetts, working with Montis Financial, LLC. Brian has previously held positions at Morgan Stanley Smith Barney and Montis Financial, LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Brian is part of Montis Financial, LLC, which operates out of Waltham, Massachusetts. The firm has 15 employees and manages assets totaling $638.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Montis Financial, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Montis Financial, LLC Brokerage Details
$638,765,621
15
1,035
$617,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Burke Work History
Montis Financial, LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Brian Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Montis Financial, LLC
Waltham, MA
Waltham, MA
Waltham, MA
Boise, ID
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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