Career
John Yanchek has been Chief Executive Officer of Montis Financial since December 2021. John Yanchek is a control person of the firm and directly owns under 5% of it. John Yanchek holds a B.A. in economics, magna cum laude from Middlebury College.
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.
John Yanchek is Chief Executive Officer of Montis Financial. He is responsible for creating and maintaining the firm’s vision, mission, and values and for overseeing its strategic planning and execution. Earlier, he worked in the Investment Banking Division of Goldman Sachs on mergers and acquisitions and capital markets, and was a member of the investment team at ArcLight Capital Partners.
- Montis Financial, LLCCurrent– present · 4 yearsWaltham, MA · Adviser representative · Firm CRD 163986
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Massachusetts | Approved | 15 December 2021 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2015 |
| Series 79 | Investment Banking Registered Representative Examination | 25 August 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
Individual record
- Full name
- John Michael Yanchek
- CRD
- 5937158
- Office
- 230 THIRD AVENUE, FLOOR 5, Waltham, MA 02451
- Firm bio
- montisfinancial.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does John Yanchek work?
John Yanchek has been Chief Executive Officer of Montis Financial, LLC since December 2021, and is a control person of the firm.
Is John Yanchek a financial advisor?
Yes. John Yanchek has a current investment-adviser registration in Massachusetts, through Montis Financial since December 2021.
How many years of experience does John Yanchek have?
John Yanchek has 8 years in the financial industry, since April 2018, across 1 adviser firm.
What exams has John Yanchek passed?
John Yanchek has passed 3 licensing exams: the Series 79, Series 63 and Series 65. The earliest, the Series 79, was passed in August 2012. FINRA credited John Yanchek with the SIE, which began in October 2018.
Where is John Yanchek based?
John Yanchek’s registered office is in Waltham, MA.
