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DANIEL JAY TRAUB
DAN TRAUB
CRD#: 3091754
IA
Investment Adviser
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
20062008201020122014201620182020202220242026IAMONTIS FINANCIAL, LLC (CRD# 163986)2024 - Present (<1 year)IATEMPO FINANCIAL ADVISORS, LLC (CRD# 147122)2008 - 2024 (16 years)IABRAVER WEALTH MANGEMENT, LLC (CRD# 104747)2005 - 2009 (4 years)
License(s)

State Registrations

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Massachusetts 10/3/2024

Current Registration(s)
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MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 10/3/2024

Previous Registration(s)
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06/24/2008 - 11/25/2024 TEMPO FINANCIAL ADVISORS, LLC (CRD#:147122) NEEDHAM, MA
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01/13/2005 - 02/05/2009 BRAVER WEALTH MANGEMENT, LLC (CRD#:104747) NEWTON, MA
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Disclosures
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