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Brian W Burke

Investment Adviser Representative at MONTIS FINANCIAL, LLC

Waltham, MACRD #2973367Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/16/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 2/19/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 10/23/2006
Series 7
General Securities Representative Examination
Passed 11/25/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Montis Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MONTIS FINANCIAL, LLCCurrent
7/19/2022 – Waltham, MA
MORGAN STANLEY SMITH BARNEY LLC
4/29/2011 – 12/31/2011Wellesley, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/17/2006 – 5/3/2011Wellesley Hills, MA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View MONTIS FINANCIAL, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian W Burke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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