Choate Investment Advisors

Choate Investment Advisors (CRD# 106109) is a financial advisory firm headquartered in Boston, MA. They manage $3,622,206,601 in 2,252 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,622
    MILLION
  • Total Number of Accounts
    2,252
    ACCOUNTS
  • Average Account Value
    $1,608,440
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, TX, VT

Financial Advisors at Choate Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Douglas B. Phillips
CRD#: 2457958
53 State Street, Suite 3400, Boston, MA 02109
96
Wealthminder
score

Douglas Phillips (CRD# 2457958) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has over 23 years of experience in the finance industry.

2
Carl R. Sargent
CRD#: 2125790
53 State Street, Suite 3400, Boston, MA 02109
96
Wealthminder
score

Carl Sargent (CRD# 2125790) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has over 36 years of experience in the finance industry.

3
Louis R. Wenzel
CRD#: 4340110
53 State Street,exchange Place, Boston, MA 02109
90
Wealthminder
score

Louis Wenzel (CRD# 4340110) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.