Denis Colin Higgins
Investment adviser representative at Montis Financial, LLC
24 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Montis Financial, LLCFeb 2025 to now
- Anokiwave IncJul 2022 to Feb 2024
- Ewm Wealth ManagementMay 2002 to Feb 2025
- Edelstein & CompanyMay 2002 to Jan 2022
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (MA).
Montis Financial, LLC
$1.3BAssets managed
580Clients
17Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2400603
- Firm CRD
- 163986