Cameron Gast
Investment adviser representative at Montis Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Ep Wealth Advisors, LLCSep 2026 to now
- Montis Financial, LLCApr 2024 to now
- Charles SchwabAug 2021 to Apr 2024
- PrudentialAug 2020 to Jul 2021
- Pruco Securities LLCFeb 2020 to Jul 2021
- Eastern BankJun 2018 to Sep 2018
- School/roger WilliamsJan 2018 to Jun 2018
- Eastern BankDec 2017 to Jan 2018
- School/roger WilliamsSep 2017 to Dec 2017
- Eastern BankJun 2017 to Sep 2017
- School/roger WilliamsJan 2017 to Jun 2017
- Eastern BankDec 2016 to Jan 2017
- Roger Williams UniversitySep 2016 to May 2020
- School/roger WilliamsSep 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7235785
- Firm CRD
- 163986