Cameron Gast

MONTIS FINANCIAL

WALTHAM, MA 02451

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CRD#: 7235785

Professional summary

Cameron Gast, who also goes by Cameron Michael Gast, is a registered financial advisor currently at MONTIS FINANCIAL, LLC located in Waltham, Massachusetts.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cameron has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Michael Gast

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Gast's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2024 - Present

MONTIS FINANCIAL, LLC

Office #1: 230 Third Avenue Floor 5, Waltham, MA 02451

RIA

CRD#: 163986

WALTHAM, MA

Past

January 26, 2022 - April 29, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Framingham, MA

Past

January 26, 2022 - April 29, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Framingham, MA

Past

September 16, 2021 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Framingham, MA

Past

September 16, 2021 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Framingham, MA

Past

August 26, 2021 - April 29, 2024

TD AMERITRADE, INC.

CRD#: 7870

Framingham, MA

Past

February 5, 2021 - July 23, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WARWICK, RI

Past

June 13, 2020 - July 23, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

WARWICK, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONTIS FINANCIAL, LLC

MONTIS FINANCIAL | MONTIS FINANCIAL, LLC

CRD#: 163986 / SEC#: 801-76534

RIA

Registered Investment Advisory firm - (4/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/13/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/31/2020

Securities Industry Essentials Examination

Current Firm

MONTIS FINANCIAL, LLC

MONTIS FINANCIAL | MONTIS FINANCIAL, LLC

CRD#: 163986 / SEC#: 801-76534

RIA

Registered Investment Advisory firm - (4/27/2012 Approved)

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Contact information

Main Address

230 Third Avenue Floor 5, Waltham, MA 02451

Mailing Address

Phone number

(781) 541-5057

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (9/15/2025)

Regulatory assets under management

Total Number of Accounts	1,937
AUM (Assets Under Management)	$ 1,012,415,189

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
12/17/2024	Cover Page	Report
03/15/2024	Cover Page	Report
01/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Cameron Gast

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Gast's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MONTIS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2020

Series 7TO

Date: 6/13/2020

SIE

Date: 1/31/2020

Current Firm

MONTIS FINANCIAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MONTIS FINANCIAL, LLC

TRUST BUT VERIFY

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