Athol Cochrane, financial advisor Middletown RI

Athol Cochrane

CRD Number: 1945108
Current Firm: Pallas Capital Advisors, LLC

Athol Cochrane (CRD# 1945108) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Middletown, RI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2022 - Current 1
Pallas Capital Advisors, LLC Braintree, MA Jul 2021 - Current 2
Wealth Solutions, LLC Newport, RI Jun 2008 - Jul 2021 13
The Prudential Insurance Company Of America Middletown, RI Mar 1989 - Jul 2021 32
Pruco Securities, LLC Middletown, RI Mar 1989 - Jul 2021 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Athol D. Cochrane
Phone Number: (781) 971-5052
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    2,965
    MILLIONS
  • Total Number of Accounts
    3,566
    ACCOUNTS
  • Average Account Value
    $831,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI

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