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Daniel Robert Ollquist

Exchange Place Advisors, LLC

Canton, MA

Sudbury, MA

CRD 7133492

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Employer firm

Exchange Place Advisors, LLC CRD 125240

$380M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Exchange Place Advisors, Llc

121 Boston Post Road Unit 6, Sudbury, MA 01776 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-29
MA RA APPROVED 2019-08-13
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • MA RA
    APPROVED
    Since 2019-08-13

Branch Locations

575 Washington Street 2C, Canton, MA 02021 • United States

121 Boston Post Road Unit 6, Sudbury, MA 01776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Exchange Place Advisors, Llc Canton MA 06/2019 Present
Creditsights Boston MA 07/2010 05/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-13
  • S65 Uniform Investment Adviser Law Examination
    2019-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC FINANCIAL ALLIANCE, LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.

Nearby Investors

MICHAEL ERIC SLY
ROBERT E NADOLNY
BENJAMIN STUDLEY MAGOUN

Nearby Offices

STRATEGIC FINANCIAL ALLIANCE, LLC · CANTON, MA
COMMONWEALTH FINANCIAL NETWORK · Canton, MA
COMMONWEALTH FINANCIAL NETWORK · CANTON, MA

More in Canton, MA

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