Choate Investment Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

106109

SEC number

801-53321

Firm type

RIA

Assets under management

$10.0B as of Mar 30, 2026

Website

www.choatewealth.com ↗

Phone

617-973-4900

Address

Two International Place, Boston, MA, 02110

Advisors at this firm

15 in our index · page 1 of 1

• Tamer Makram AlamuddinCRD 6924607 · Boston, MA
  IA Registered
• Patrick William CollinsCRD 7978880 · Boston, MA
  IA Registered
• Graham Taylor JohnstoneCRD 8167327 · Boston, MA
  IA Registered
• Erin Elwood KerrCRD 6563372 · Boston, MA
  IA Registered
• Jacob D KidderCRD 5150898 · Boston, MA
  IA Registered
• Diana Bliss MalcomCRD 4541633 · Boston, MA
  IA Registered
• Louis Ralph MarchantCRD 6394550 · Boston, MA
  IA Registered
• Jonathan Erik Mcgraw BentleyCRD 6328707 · Boston, MA
  IA RegisteredRegistration inactive
• Harrison Taylor OdaniellCRD 7142350 · Boston, MA
  IA Registered
• Mark Richard PerryCRD 2747385 · Boston, MA
  IA RegisteredRegistration inactive
• Amy Sou QiuCRD 6227817 · Boston, MA
  IA Registered
• Kelsey Mchugh SullivanCRD 6647411 · Boston, MA
  IA Registered
• Alison Marelli SvizzeroCRD 7813509 · Boston, MA
  IA Registered
• Hideyoshi Decarvalho WatanabeCRD 5827794 · Boston, MA
  IA Registered
• Jessica C. WelchCRD 7013344 · Boston, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.