Daintree Advisors LLC

Daintree Advisors LLC (CRD# 153197) is a financial advisory firm headquartered in Boston, MA. They manage $1,081,851,000 in 1,031 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,082
    MILLION
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $1,049,322
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
  • Selection of other advisers (including private fund managers)
  • 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.

CT, FL, IN, KY, MA, NH, NY

Financial Advisors at Daintree Advisors LLC
Showing 1 - 10 of 12 top financial advisors.
1
David L. Beatty
CRD#: 2831427
Auburndale, MA
96
Wealthminder
score

David Beatty (CRD# 2831427) is an Investment Advisor Representative working at Daintree Advisors LLC in Auburndale, MA and has over 20 years of experience in the finance industry. David Beatty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lauren N. Desforge
CRD#: 1462401
100 High Street, Suite 1110, Boston, MA 02110
96
Wealthminder
score

Lauren Desforge (CRD# 1462401) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 30 years of experience in the finance industry. Lauren Desforge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alexander J. Gross
CRD#: 4623070
100 High Street, Suite 1110, Boston, MA 02110
96
Wealthminder
score

Alexander Gross (CRD# 4623070) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 14 years of experience in the finance industry. Alexander Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stephen P. Oliver
CRD#: 2735378
100 High Street, Suite 1110, Boston, MA 02110
96
Wealthminder
score

Stephen Oliver (CRD# 2735378) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry. Stephen Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mary Shahian
CRD#: 2771593
100 High Street, Suite 1110, Boston, MA 02110
96
Wealthminder
score

Mary Shahian (CRD# 2771593) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry. Mary Shahian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Darlene R. Dahl
CRD#: 2713850
100 High Street, Suite 1110, Boston, MA 02110
93
Wealthminder
score

Darlene Dahl (CRD# 2713850) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry.

7
Kent M. Forkner
CRD#: 2753311
100 High Street, Suite 1110, Boston, MA 02110
93
Wealthminder
score

Kent Forkner (CRD# 2753311) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry.

8
William G. Speciale
CRD#: 5178668
100 High Street, Suite 1110, Boston, MA 02110
93
Wealthminder
score

William Speciale (CRD# 5178668) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has over 10 years of experience in the finance industry.

9
Barbara C. Attardo
CRD#: 4665136
100 High Street, Suite 1110, Boston, MA 02110
90
Wealthminder
score

Barbara Attardo (CRD# 4665136) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has 1 year of experience in the finance industry. Barbara Attardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Evan P. Kaplan
CRD#: 6662950
100 High Street, Suite 1110, Boston, MA 02110
90
Wealthminder
score

Evan Kaplan (CRD# 6662950) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has 1 year of experience in the finance industry. Evan Kaplan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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