Unclaimed Profile

Eric James Godes

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

Series 6, Series 7, Series 24, Series 63, Series 65Clean record34 years registeredDAINTREE ADVISORS LLC

100 HIGH STREET, BOSTON, MA 02110-1781CRD# 1207569Firm CRD# 153197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric James Godes · BOSTON, MA

Registration

CRD #1207569 · DAINTREE ADVISORS LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAINTREE ADVISORS LLC

DAINTREE ADVISORS LLC

Oct 2016 – Apr 2021

BOSTON, MA

PATHSTONE FEDERAL STREET

Jan 2016 – Jul 2016

Boston, MA

FEDERAL STREET ADVISORS INC

Nov 2014 – Dec 2015

BOSTON, MA

ADVISER INVESTMENTS

Feb 2012 – Mar 2013

NEWTON, MA

ADVISER INVESTMENTS

Mar 2011 – Feb 2012

NEWTON, MA

KOBREN INSIGHT MANAGEMENT - AN ADVISER INVESTMENTS COMPANY

Mar 2011 – Mar 2013

NEWTON, MA

E*TRADE CAPITAL MANAGEMENT, LLC

Jan 2008 – Mar 2011

ARLINGTON, VA

KOBREN INSIGHT MANAGEMENT INC

Oct 1991 – Mar 2011

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 8, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAINTREE ADVISORS LLC

CRD 153197 · SEC 801-71166

AUM

$1.3B

Regulatory assets under management

Employees

1,386 client accounts

Services offered by DAINTREE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAINTREE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Eric James Godes offer?

Eric James Godes specializes in Financial Planning, Investment Management.

What are Eric James Godes's credentials?

Eric James Godes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric James Godes located?

Eric James Godes is based in BOSTON, Massachusetts, last registered with DAINTREE ADVISORS LLC.

How does Eric James Godes charge for services?

Eric James Godes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAINTREE ADVISORS LLC?

DAINTREE ADVISORS LLC has approximately 27 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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