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ROBERT Edward WHELAN
BOB WHELAN, Bob Edward Whelan
CRD#: 1295105
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Investment Adviser
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
19952000200520102015202020252 FIRMS2007 - 2011 (4 years)IAMONTIS FINANCIAL, LLC (CRD# 163986)2024 - Present (<1 year)IALIDO ADVISORS, LLC (CRD# 269866)2019 - 2020 (<1 year)IAFERRIS CAPITAL, LLC (CRD# 160116)2017 - 2019 (2 years)IATHE COLONY GROUP, LLC (CRD# 159289)2012 - 2017 (5 years)IAKOBREN INSIGHT MANAGEMENT INC (CRD# 106473)2005 - 2006 (1 year)IAKOBREN INSIGHT MANAGEMENT INC (CRD# 106473)1995 - 2003 (8 years)
License(s)

State Registrations

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Massachusetts 5/15/2024

Current Registration(s)
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MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 5/15/2024

Previous Registration(s)
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09/17/2019 - 08/03/2020 LIDO ADVISORS, LLC (CRD#:269866) LOS ANGELES, CA
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05/30/2017 - 08/13/2019 FERRIS CAPITAL, LLC (CRD#:160116) MARLBOROUGH, MA
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01/03/2012 - 03/13/2017 THE COLONY GROUP, LLC (CRD#:159289) BOSTON, MA
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10/12/2007 - 12/20/2011 THE COLONY GROUP OF NAPLES, LLC (CRD#:142875) BOSTON, MA
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01/31/2007 - 12/20/2011 THE COLONY GROUP, LLC (CRD#:111806) BOSTON, MA
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02/22/2005 - 09/08/2006 KOBREN INSIGHT MANAGEMENT INC (CRD#:106473) WELLESLEY HILLS, MA
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05/10/1995 - 11/05/2003 KOBREN INSIGHT MANAGEMENT INC (CRD#:106473) WELLESLEY HILLS, MA
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Disclosures
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