CI
CHOATE INVESTMENT ADVISORS
SEC RegisteredBOSTON, MAhttps://choatewealth.com617-973-4900
Assets Under Management
$5B–$25B
Employees
34
Office Locations
2 offices
Total Accounts
4009
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 95 | $46M |
| High Net Worth Individuals | 519 | $9.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $88M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 36 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Inc. ("cami") Choate Advisors Management
MANAGING MEMBER OF CIA
Hall & Stewart Llp Choate
EQUITY OWNER
Erin Elwood Kerr
CHIEF COMPLIANCE OFFICER
Robert Allen Kole
DIRECTOR OF CAMI
Tamer Makram Alamuddin
MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI
Alexander Lowell Thorndike
PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI
Office locations
2 offices in 1 state
MA
BOSTONHQ
MA
BOSTON
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#106109
SEC Number
801-53321
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
choatewealth.comPhone
617-973-4900Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHOATE INVESTMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.