Harrison Odaniell (CRD# 7142350) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Choate Investment Advisors | Boston, MA | Jul 2015 - Current | 8 |
| Choate Investment Advisors | Boston, MA | Jul 2014 - Jun 2015 | < 1 |
| Tufts University | Medford, MA | Aug 2011 - May 2015 | 3 |
| Choate Investment Advisors | Boston, MA | Jun 2014 - Aug 2014 | < 1 |
| Tuck Business School | Hanover, NH | Jun 2014 - Jun 2014 | < 1 |
- MA
-
Total Assets Under Management7,497MILLIONS
-
Total Number of Accounts3,608ACCOUNTS
-
Average Account Value$2,077,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, VA, VT, WA
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