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Zachary A. Bourque

Minot Deblois Advisors LLC

Boston, MA

CRD 5635647

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Employer firm

Minot Deblois Advisors LLC CRD 140170

$2.04B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Minot Deblois Advisors Llc

One Federal Street 25Th Floor, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-11-12
  • MA RA
    APPROVED
    Since 2013-11-12

Branch Locations

One Federal Street 25Th Floor, Boston, MA 02110 • 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
Rice, Heard & Bigelow, Inc Boston MA 10/2001 Present
  • 10/2001 → Present
    Rice, Heard & Bigelow, Inc
    Boston, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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