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John Christopher Ollquist

EXCHANGE PLACE ADVISORS, LLC·SUDBURY, Massachusetts
Series 3, Series 5, Series 7, Series 63, Series 65Clean record23 years registeredEXCHANGE PLACE ADVISORS, LLC
121 BOSTON POST ROAD, SUDBURY, MA 01776CRD# 839716Firm CRD# 125240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Christopher Ollquist · SUDBURY, MA
Registration
CRD #839716 · EXCHANGE PLACE ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

EXCHANGE PLACE ADVISORS, LLC
Mar 2004 – present
EXCHANGE PLACE ADVISORS, LLC
May 2003 – Mar 2004
SUDBURY, MA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 5
Series 7
Series 63
Series 65
Registration record
First registered · May 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXCHANGE PLACE ADVISORS, LLC
CRD 125240 · SEC 801-63511
AUM
$309M
Regulatory assets under management
Employees
3
706 client accounts
Services offered by EXCHANGE PLACE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXCHANGE PLACE ADVISORS, LLC →
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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 at EXCHANGE PLACE ADVISORS, LLC

Thomas Anthony Padovano
SUDBURY, MA

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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