MINOT DEBLOIS ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 140170). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Robert G Bannish | CHIEF COMPLIANCE OFFICER AND MANAGER; SHAREHOLDER | — |
| Gregory L Gullickson | PRESIDENT AND MANAGER | — |
| Zachary A Bourque | MANAGER | — |
| Sarah Mains Allen | MANAGER | — |
| Adam Correll Rutledge | MANAGER | Boston, MA |
| Gregory Joseph Murphy | OFFICER, MANAGER AND TAX MATTERS PARTNER | — |
| WALSH JOHN E | CHIEF COMPLIANCE OFFICER AND MANAGER | — |
| MURPHY BRIAN JOSEPH | OFFICER; OFFICER AND MANAGER | — |
| SMITH CATHERINE | VICE PRESIDENT | — |
| BANNISH ROBERT G | CHIEF COMPLIANCE OFFICER AND MANAGER; MANAGER AND ASSISTANT CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| GULLICKSON GREGORY L | PRESIDENT AND MANAGER; SHAREHOLDER | — |
| SMITH ADRIENNE | MANAGER; SHAREHOLDER | — |
| BOURQUE ZACHARY A | MANAGER; MANAGER AND ASSISTANT CHIEF COMPLIANCE OFFICER; MANAGER AND VICE PRESIDENT (+1 more) | — |
| MCQUAID KEVIN T | MANAGER AND TAX MATTERS PARTNER | — |
| ALLEN SARAH MAINS | MANAGER | — |
| Rutledge Adam Correll | MANAGER | — |
| Robert G. Bannish | CHIEF COMPLIANCE OFFICER AND MANAGER; SHAREHOLDER | — |
| Gregory L. Gullickson | PRESIDENT AND MANAGER | — |
| Zachary A. Bourque | MANAGER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2021-06-02 | regulatory | THE ORDER WOULD FIND THAT MINOT DEBLOIS WILLFULLY VIOLATED ADVISERS ACT SECTION 204 AND RULES 204-1 AND RULE 204-5 THEREUNDER RELATED TO THE LATE FILING OF CERTAIN MANDATORY REGULATORY FILINGS. A CIVIL PENALTY OF $97,523. | Final | $98K |