Unclaimed Profile

John Thomas Boland

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont

Series 7, Series 63Clean record24 years registeredMAPLE CAPITAL MANAGEMENT, INC.

535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 1342613Firm CRD# 130209

Profile Verification

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

Identity

John Thomas Boland · MONTPELIER, VT

Registration

CRD #1342613 · MAPLE CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MAPLE CAPITAL MANAGEMENT, INC.

MAPLE CAPITAL MANAGEMENT, INC.

Sep 2004 – Jun 2019

MONTPELIER, VT

NL CAPITAL MANAGEMENT, INC.

Feb 2002 – Sep 2004

MONTPELIER, VT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · February 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAPLE CAPITAL MANAGEMENT, INC.

CRD 130209 · SEC 801-62783

AUM

$1.7B

Regulatory assets under management

Employees

2,649 client accounts

Services offered by MAPLE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAPLE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Thomas Boland offer?

John Thomas Boland specializes in Financial Planning, Investment Management, Wealth Management.

What are John Thomas Boland's credentials?

John Thomas Boland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Thomas Boland located?

John Thomas Boland is based in MONTPELIER, Vermont, last registered with MAPLE CAPITAL MANAGEMENT, INC..

How does John Thomas Boland charge for services?

John Thomas Boland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAPLE CAPITAL MANAGEMENT, INC.?

MAPLE CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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