Choate Investment Advisors

Choate Investment Advisors (CRD# 106109) is a financial advisory firm headquartered in Boston, MA. They manage $7,496,939,369 in 3,608 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
Two International Place, Suite 3000, Boston, MA 02110
http://www.choateia.com
By the Numbers
  • Total Assets Under Management
    7,497
    MILLION
  • Total Number of Accounts
    3,608
    ACCOUNTS
  • Average Account Value
    $2,077,866
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
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Choate Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Tamer Alamuddin, financial advisor Boston MA
Tamer M. Alamuddin
CRD#: 6924607
Two International Place, Suite 3000, Boston, MA 02110

Tamer Alamuddin (CRD# 6924607) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

2
Erin Kerr, financial advisor Boston MA
Erin E. Kerr
CRD#: 6563372
Two International Place, Suite 3000, Boston, MA 02110

Erin Kerr (CRD# 6563372) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

3
Christine Wright, financial advisor Boston MA
Christine R. Wright
CRD#: 7005661
Two International Place, Suite 3000, Boston, MA 02110

Christine Wright (CRD# 7005661) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

4
Jacob Kidder, financial advisor Boston MA
Jacob D. Kidder
CRD#: 5150898
Two International Place, Suite 3000, Boston, MA 02110

Jacob Kidder (CRD# 5150898) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

5
Harrison Odaniell, financial advisor Boston MA
Harrison T. Odaniell
CRD#: 7142350
Two International Place, Suite 3000, Boston, MA 02110

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.

6
Alison Svizzero, financial advisor Boston MA
Alison M. Svizzero
CRD#: 7813509
Two International Place, Suite 3000, Boston, MA 02110

Alison Svizzero (CRD# 7813509) is an Investment Advisor Representative working at Choate Investment Advisors in Boston, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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