Career
Adrian Ketri has been Chief Compliance Officer of Montis Financial since September 2025. Adrian Ketri is a control person of the firm and directly owns under 5% of it. Adrian Ketri holds an LL.B. in legal studies from Geneva University, Switzerland and an LL.M. in banking and financial services law from Boston University School of Law.
Montis Financial, LLC is a Waltham, MA firm with $1.26B under management, 580 clients and 16 advisers across 7 offices, as of its March 2026 filing.
Adrian Ketri is Chief Compliance Officer of Montis Financial. He leads the firm’s day-to-day compliance function, including its policies and procedures, regulatory exams and reviews of new products and services. He has 20 years of experience in legal and compliance leadership positions. Before joining Montis, he was CCO of Prio Wealth, CCO of Boston Private Wealth, and CCO and General Counsel of SCS Financial.
The IAPD individual lookup on 19 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Adrian Ketri is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Adrian Ketri
- CRD
- 6755424
- Record basis
- Form ADV officer listing
- Firm bio
- montisfinancial.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Adrian Ketri work?
Adrian Ketri has been Chief Compliance Officer of Montis Financial, LLC since September 2025, and is a control person of the firm.
