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Inactive

Reilly Thomas Dahlquist

Windrose Advisors LLC

Waltham, MA

CRD 8030104

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Employer firm

Windrose Advisors LLC CRD 152145

$2.67B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Windrose Advisors Llc

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-14
  • MA RA
    APPROVED
    Since 2025-02-14

Branch Locations

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • 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
Windrose Advisors Llc Waltham MA 06/2023 Present
Cambridge Associates, Llc Boston MA 06/2022 06/2023
University Of Idaho Foundation Moscow ID 01/2021 06/2022
University Of Idaho Moscow ID 08/2018 05/2022
Unemployed Moscow ID 01/2015 08/2018
  • 06/2023 → Present
    Windrose Advisors Llc
    Waltham, MA
  • 06/2022 → 06/2023
    Cambridge Associates, Llc
    Boston, MA
  • 01/2021 → 06/2022
    University Of Idaho Foundation
    Moscow, ID
  • 08/2018 → 05/2022
    University Of Idaho
    Moscow, ID
  • 01/2015 → 08/2018
    Unemployed
    Moscow, ID
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA

More in Waltham, MA

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