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DAINTREE ADVISORS LLC
DAINTREE ADVISORS LLC
BOSTON, Massachusetts
·
9 registered advisors
·
CRD# 153197
SEC# 801-71166
1
617-848-3410
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DAINTREE ADVISORS LLC
9 registered advisors
Brenda Gray Reny
BOSTON, Massachusetts
CRD# 4514296
Eric James Godes
BOSTON, Massachusetts
CRD# 1207569
Karen Marie Angrisano
BOSTON, Massachusetts
CRD# 6378394
Kent Mark Forkner
BOSTON, Massachusetts
CRD# 2753311
Mary Shahian
BOSTON, Massachusetts
CRD# 2771593
Samuel Afari-Aikins
BOSTON, Massachusetts
CRD# 6836317
Stephen Preston Oliver
BOSTON, Massachusetts
CRD# 2735378
William Gregoire Galanes
BOSTON, Massachusetts
CRD# 5767228
William G. Speciale
BOSTON, Massachusetts
CRD# 5178668
05
Office Locations
BOSTON, Massachusetts
9 advisors
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Data sourced from SEC Form ADV filings. DAINTREE ADVISORS LLC (CRD# 153197) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.