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John Christopher Ollquist

EXCHANGE PLACE ADVISORS, LLC·SUDBURY, Massachusetts
Unclaimed Profile
121 BOSTON POST ROAD, SUDBURY, MA 01776CRD# 839716Firm CRD# 125240
01

About

John Christopher Ollquist is a registered financial advisor based in SUDBURY, Massachusetts, affiliated with EXCHANGE PLACE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXCHANGE PLACE ADVISORS, LLC
EXCHANGE PLACE ADVISORS, LLC
AUM
$309M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EXCHANGE PLACE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 839716
Firm CRD# 125240
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Christopher Ollquist offer?
John Christopher Ollquist specializes in Financial Planning, Investment Management. Contact their office in SUDBURY, Massachusetts for a consultation.
What are John Christopher Ollquist's credentials?
John Christopher Ollquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Christopher Ollquist located?
John Christopher Ollquist is based in SUDBURY, Massachusetts, working with EXCHANGE PLACE ADVISORS, LLC. Their office serves clients in the SUDBURY metropolitan area and surrounding communities.
How does John Christopher Ollquist charge for services?
John Christopher Ollquist'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 EXCHANGE PLACE ADVISORS, LLC?
EXCHANGE PLACE ADVISORS, LLC has approximately 3 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SUDBURY
Thomas Anthony Padovano — EXCHANGE PLACE ADVISORS, LLCIra Gene Sager — OPTIWEALTH LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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