Unclaimed Profile

Tucker Patrick Donahoe

MONTIS FINANCIAL, LLC·WALTHAM, Massachusetts

SIE, Series 7, Series 63, Series 65Clean record12 years registeredMONTIS FINANCIAL, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 6096119Firm CRD# 163986

Profile Verification

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

Identity

Tucker Patrick Donahoe · WALTHAM, MA

Registration

CRD #6096119 · MONTIS FINANCIAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

MONTIS FINANCIAL, LLC

Dec 2021 – present

PUTNAM INVESTMENT MANAGEMENT, LLC

May 2014 – Jan 2020

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 19, 2014

Years registered · 12

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 Tucker Patrick Donahoe offer?

Tucker Patrick Donahoe specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Tucker Patrick Donahoe's credentials?

Tucker Patrick Donahoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tucker Patrick Donahoe located?

Tucker Patrick Donahoe is based in WALTHAM, Massachusetts, working with MONTIS FINANCIAL, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Tucker Patrick Donahoe charge for services?

Tucker Patrick Donahoe'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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