Unclaimed Profile

Christiane Shields Delessert

MONTIS FINANCIAL, LLC·WALTHAM, Massachusetts

Series 6, Series 7, Series 22, Series 24, Series 63Clean record32 years registeredMONTIS FINANCIAL, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 725508Firm CRD# 163986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christiane Shields Delessert · WALTHAM, MA

Registration

CRD #725508 · MONTIS FINANCIAL, LLC · 32 years registered

Brand Profile

Not yet started

Career History

MONTIS FINANCIAL, LLC

Apr 2012 – present

DELESSERT FINANCIAL SERVICES INC

Feb 2009 – May 2012

WALTHAM, MA

DELESSERT FINANCIAL SERVICES INC

Apr 1994 – Dec 2008

WALTHAM, MA

DELESSERT FINANCIAL SERVICES INC

Mar 1994 – Apr 1994

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · March 29, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTIS FINANCIAL, LLC

CRD 163986 · SEC 801-76534

AUM

$639M

Regulatory assets under management

Employees

1,035 client accounts

Services offered by MONTIS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONTIS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Christiane Shields Delessert offer?

Christiane Shields Delessert specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Christiane Shields Delessert's credentials?

Christiane Shields Delessert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christiane Shields Delessert located?

Christiane Shields Delessert is based in WALTHAM, Massachusetts, working with MONTIS FINANCIAL, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Christiane Shields Delessert charge for services?

Christiane Shields Delessert's firm is compensated through percentage of aum, hourly charges, other: retainers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTIS FINANCIAL, LLC?

MONTIS FINANCIAL, LLC has approximately 15 employees and manages $639M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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