Unclaimed Profile

Eric James Godes

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

Clean recordDAINTREE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric James Godes is a registered financial advisor based in BOSTON, Massachusetts, affiliated with DAINTREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DAINTREE ADVISORS LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAINTREE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1207569

Firm CRD# 153197

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric James Godes offer?

Eric James Godes specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

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, working with DAINTREE ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

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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