Daniel Jay Traub
Investment adviser representative at Montis Financial, LLC
18 yearsExperience
1 stateRegistered in
$1.3BFirm assets
14 yearsFirm in business
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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
18 years in the industry.
- Montis Financial, LLCJul 2024 to now
- Tempo Financial Advisors, LLCJun 2008 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
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
- 3091754
- Firm CRD
- 163986