Claudine
Schrock
Montis Financial, LLC
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About this Advisor
Claudine Schrock is a financial advisor based in Waltham, Massachusetts, working with Montis Financial, LLC. Claudine has previously held positions at Northwestern Mutual (Colletti & Mozinski), Adviser Investments LLC, and Montis Financial, LLC. Claudine has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Claudine 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
Claudine Schrock Work History
Montis Financial, LLC
Adviser Investments LLC
Northwestern Mutual (Colletti & Mozinski)
Disclosures
Please visit the SEC profile of Claudine Schrock 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
Waltham, MA
Boise, ID
Waltham, MA
Waltham, MA
Waltham, MA
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