Unclaimed Profile

Christopher Jon Dalto

MONTIS FINANCIAL, LLC·WALTHAM, Massachusetts

Series 7Clean record25 years registeredMONTIS FINANCIAL, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 3184220Firm CRD# 163986

Profile Verification

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

Identity

Christopher Jon Dalto · WALTHAM, MA

Registration

CRD #3184220 · MONTIS FINANCIAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTIS FINANCIAL, LLC

DELESSERT FINANCIAL SERVICES INC

May 2012 – Aug 2012

WALTHAM, MA

MONTIS FINANCIAL, LLC

Apr 2012 – Nov 2023

WALTHAM, MA

DELESSERT FINANCIAL SERVICES INC

Feb 2009 – May 2012

WALTHAM, MA

DELESSERT FINANCIAL SERVICES INC

Sep 2000 – Dec 2008

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · September 30, 2000

Years registered · 25

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 Christopher Jon Dalto offer?

Christopher Jon Dalto specializes in Financial Planning, Investment Management.

What are Christopher Jon Dalto's credentials?

Christopher Jon Dalto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Jon Dalto located?

Christopher Jon Dalto is based in WALTHAM, Massachusetts, last registered with MONTIS FINANCIAL, LLC.

How does Christopher Jon Dalto charge for services?

Christopher Jon Dalto'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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