• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Cameron Gast
Cameron Michael Gast
CRD#: 7235785
IA
Investment Adviser
B
Previous Broker
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
20202021202220232024202520262 FIRMS2022 - 2024 (2 years)IAMONTIS FINANCIAL, LLC (CRD# 163986)2024 - Present (<1 year)BTD AMERITRADE, INC. (CRD# 7870)2021 - 2024 (2 years)BPRUCO SECURITIES, LLC. (CRD# 5685)2020 - 2021 (1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2021 - 2023 (2 years)IATD AMERITRADE, INC. (CRD# 7870)2021 - 2022 (1 year)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2021 - 2021 (<1 year)
License(s)

State Registrations

IA
Massachusetts 5/1/2024

Current Registration(s)
IA
MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 5/1/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/26/2022 - 04/29/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Framingham, MA
B
01/26/2022 - 04/29/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Framingham, MA
B
08/26/2021 - 04/29/2024 TD AMERITRADE, INC. (CRD#:7870) Framingham, MA
IA
09/16/2021 - 09/07/2023 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Framingham, MA
IA
09/16/2021 - 10/14/2022 TD AMERITRADE, INC. (CRD#:7870) Framingham, MA
IA
02/05/2021 - 07/23/2021 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) WARWICK, RI
B
06/13/2020 - 07/23/2021 PRUCO SECURITIES, LLC. (CRD#:5685) WARWICK, RI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.