Christiane S. Delessert

MONTIS FINANCIAL

WALTHAM, MA 02451

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CRD#: 725508

Professional summary

Christiane Shields Delessert, who also goes by Christiane S Shields, Christiane S Shieldsdelessert, is a registered financial advisor currently at MONTIS FINANCIAL, LLC located in Waltham, Massachusetts.

Christiane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Christiane has worked at 6 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Biography

Christiane continues to be extensively quoted in national and regional media, including the Wall Street Journal, Business Week, Smart Money, Money, the Boston Globe and Forbes Magazine. In addition, she has served as an expert witness in civil cases involving fiduciary matters. She has been selected for recognition in the Heritage Registry of Who's Who which recognizes individuals who have attained a recognizable degree of success in their field and have contributed to the growth of their industry.

The Guide to America's Top Financial Planners 2006-2007 selected her as one of America's top financial planners.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Divorce Planning

Estate Planning

Life Transitions

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Divorce Planning

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Special Needs Planning

What is your minimum asset requirement?

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

Christiane S Shields | Christiane S Shieldsdelessert

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 Christiane Shields Delessert'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

April 30, 2012 - Present

MONTIS FINANCIAL, LLC

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

RIA

CRD#: 163986

WALTHAM, MA

Past

February 2, 2009 - May 2, 2012

DELESSERT FINANCIAL SERVICES INC

RIA

CRD#: 106005

WALTHAM, MA

Past

April 14, 1994 - December 31, 2008

DELESSERT FINANCIAL SERVICES INC

RIA

CRD#: 106005

WALTHAM, MA

Past

March 29, 1994 - April 14, 1994

DELESSERT FINANCIAL SERVICES INC

RIA

CRD#: 106005

WALTHAM, MA

Past

January 30, 1989 - October 14, 1989

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

Past

March 19, 1985 - September 9, 1987

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Past

November 2, 1981 - March 1, 1985

MHA FINANCIAL CORP

CRD#: 7462

Past

March 11, 1981 - November 20, 1983

WADDELL & REED

CRD#: 866

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
(4/30/2012)

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

Series 63

Date: 5/6/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/18/1981

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/3/1983

General Securities Principal 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.

Contact information

(xxx) xxx-xxxx

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Christiane S. Delessert

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christiane Shields Delessert's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELESSERT FINANCIAL SERVICES INC

DELESSERT FINANCIAL SERVICES INC

DELESSERT FINANCIAL SERVICES INC

LINSCO FINANCIAL GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

MHA FINANCIAL CORP

WADDELL & REED

Primary Firm SEC Registration

MONTIS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/6/1981

Series 7

Date: 7/16/1983

Series 22

Date: 9/18/1981

Series 6

Date: 3/9/1981

Series 24

Date: 8/3/1983

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

Contact information

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