AdFi
EP

Exchange Place Advisors, LLC

SEC Registered
Sudbury, MA978-443-4405
Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
759

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCorporations

Leadership

John Christopher Ollquist
PRESIDENT / MEMBER
Thomas Anthony Padovano
PRINCIPAL / SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 1 state
MA
SudburyHQ
MA
Canton

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#125240
SEC Number
801-63511
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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. Exchange Place Advisors, LLC 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Exchange Place Advisors in Sudbury, MA - Fees & Services