Exchange Place Advisors, LLC

Exchange Place Advisors, LLC (CRD# 125240) is a financial advisory firm headquartered in Sudbury, MA. They manage $144,166,531 in 455 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $316,850
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
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.

MA, NH, NJ, NY, TX

Financial Advisors at Exchange Place Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John C. Ollquist
CRD#: 839716
1 Union Avenue, Sudbury, MA 17776
93
Wealthminder
score

John Ollquist (CRD# 839716) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 32 years of experience in the finance industry.

2
Thomas A. Padovano
CRD#: 1341850
1 Union Ave., Sudbury, MA 01776
93
Wealthminder
score

Thomas Padovano (CRD# 1341850) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.