Exchange Place Advisors, LLC

Exchange Place Advisors, LLC (CRD# 125240) is a financial advisory firm headquartered in Sudbury, MA. They manage $308,908,738 in 706 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
121 Boston Post Road, Unit 6, Sudbury, MA 01776
By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $437,548
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
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NJ, NY, RI, TX

Financial Advisors at Exchange Place Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Ollquist, financial advisor Sudbury MA
John C. Ollquist
CRD#: 839716
121 Boston Post Road, Unit 6, Sudbury, MA 01776

John Ollquist (CRD# 839716) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 39 years of experience in the finance industry.

2
Thomas Padovano, financial advisor Sudbury MA
Thomas A. Padovano
CRD#: 1341850
121 Boston Post Road, Unit 6, Sudbury, MA 01776

Thomas Padovano (CRD# 1341850) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Sudbury, MA and has over 39 years of experience in the finance industry.

3
Daniel Ollquist, financial advisor Boston MA
Daniel R. Ollquist
CRD#: 7133492
121 Boston Post Road, Unit 6, Boston, MA 01776

Daniel Ollquist (CRD# 7133492) is an Investment Advisor Representative working at Exchange Place Advisors, LLC in Boston, MA and has over 4 years 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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