Exchange Place Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Exchange Place Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporations, pension and profit-sharing plans, trusts, estates and charitable organizations. The firm also offers non-discretionary advice for variable life/annuity products, employer-sponsored retirement plans, and 529 plans that clients may hold at other custodians.
Exchange Place emphasizes asset allocation and diversification rather than market timing, implementing client portfolios primarily with mutual funds, ETFs, individual fixed-income securities and equities, and conducts regular monitoring with quarterly reviews. The firm’s brochure states that, with client authorization, it may employ margin in managed accounts — a practice the firm acknowledges increases portfolio risk and can affect account valuation and advisory fees.
The brochure discloses that Exchange Place advertises hypothetical performance in its marketing materials, a feature that is uncommon among its supported peers and may merit additional client questions. Exchange Place also maintains a relationship with Fidelity Institutional that provides trading, custody, software and other economic benefits to the firm, and it uses standing letters of authorization for disbursements, each of which the brochure describes as creating potential conflicts of interest and operational considerations.
Client services
Expertise
Fee options
Fixed fees generally range from $1,000 to $5,000 (negotiable)
0.20% to 1.00% annually (varies by asset size and service type, negotiated)
$250 per hour (negotiable)
Fee-only: Fixed fees generally range from $1,000 to $5,000; hourly fees generally $250/hour (both negotiable)
Main office
See office121 Boston Post Road, Unit 6
Sudbury MA 01776
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Massachusetts · New Hampshire · New Jersey · New York · Rhode Island · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas P
Series 63, Series 65
Sudbury, MA
Exchange Place Advisors, LLC
Thomas Padovano is a financial advisor with Exchange Place Advisors, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Exchange Place Advisors since 2004. Exchange Place Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual fixed-income and equity securities tailored to clients’ risk tolerance and time horizon.
John O
Series 63, Series 65
Canton, MA
Exchange Place Advisors, LLC
John Ollquist is a financial advisor at Exchange Place Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Exchange Place Advisors since 2003. Exchange Place Advisors, LLC is an SEC-registered investment adviser serving individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm focuses on asset allocation and diversification, using mutual funds, ETFs, and individual securities, and conducts ongoing account monitoring with formal quarterly reviews.
Daniel O
CFP®, Series 65
Canton, MA
Exchange Place Advisors, LLC
Daniel Ollquist is a CFP® with six years of industry experience, currently serving as a financial advisor at Exchange Place Advisors, LLC since 2019. Prior to this role, he worked at CreditSights for nine years. Exchange Place Advisors, LLC is an SEC-registered investment adviser providing financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and time horizon.
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