AdvisorOS Directory
Claim Profile
Unclaimed Profile
TP

Thomas Anthony Padovano

EXCHANGE PLACE ADVISORS, LLC·SUDBURY, Massachusetts
Series 3, Series 6, Series 7, Series 8, Series 63, Series 65Clean record29 years registeredEXCHANGE PLACE ADVISORS, LLC
121 BOSTON POST ROAD, SUDBURY, MA 01776CRD# 1341850Firm CRD# 125240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Anthony Padovano · SUDBURY, MA
Registration
CRD #1341850 · EXCHANGE PLACE ADVISORS, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

EXCHANGE PLACE ADVISORS, LLC
Mar 2004 – present
STRATEGIC ADVISERS, INC.
Feb 1997 – Apr 2004
BURLINGTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · February 26, 1997
Years registered · 29
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 →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SUDBURY?

Browse all registered financial advisors in SUDBURY, Massachusetts or claim this profile if it's yours.

Browse SUDBURY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Anthony Padovano offer?
Thomas Anthony Padovano specializes in Financial Planning, Investment Management. Contact their office in SUDBURY, Massachusetts for a consultation.
What are Thomas Anthony Padovano's credentials?
Thomas Anthony Padovano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Anthony Padovano located?
Thomas Anthony Padovano 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 Thomas Anthony Padovano charge for services?
Thomas Anthony Padovano'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EXCHANGE PLACE ADVISORS, LLC

John Christopher Ollquist
SUDBURY, MA

More Advisors in SUDBURY, Massachusetts

Ira Gene Sager
OPTIWEALTH LLC·SUDBURY, MA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile