FLEET INVESTMENT ADVISORS INC.
CRD #108403 SEC #801-20312 BOSTON, MA 617-341-2200
SEC Registered
Total AUM
$117B
Discretionary
$39.3B
Employees
251
Clients
0
Accounts
68,756
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, KEITH | I | PRESIDENT AND DIRECTOR | NA | Control |
| IUDICE, PHILIP, JOHN | I | TREASURER | NA | Control |
| LOEWENBERG, JEAN, SUSAN | I | CLERK AND CHIEF LEGAL OFFICER | NA | Control |
| PALOMBO, JOSEPH, ROBERT | I | DIRECTOR, EXECUTIVE VICE PRESIDENT AND COO | NA | Control |
| SAYLER, ROGER | I | DIRECTOR | NA | Control |
| SOUSA, DAMIAN, DANIEL | I | DIRECTOR OF COMPLIANCE | NA | Control |
Registrations
Federal
IA
Mar 20, 2002 REGISTERED
Notice Filings (45)
AK AL AR AZ CA CT DE FL GA HI IA ID IL IN KS KY LA MD ME MI MN MS MT NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
100 FEDERAL STREET, 21ST FLBOSTON, MA 2110
USA
Phone: 617-341-2200