Company Name:
ADVISER INVESTMENTS
Alternative Name:
ADVISER INVESTMENTS LLC
Address:
SUITE 109, 85 WELLS AVENUE, NEWTON MA 2459
CRD Number:
156984/ 106668
SEC Number:
801-73098
Financial Regulator:
SEC/ FINRA
Registration started
Ended
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 2541741
DANIEL WIENER
DANIEL PHILLIP WIENER
started on 1995-01-01
CDR: 2555413
DANIEL SILVER
started on 1995-01-01
CDR: 1695645
SUZANNE IRWIN
started on 1996-04-14
CDR: 2183217
JONATHAN ST.CLAIR
JONATHAN SNELL JONATHAN RICHARD STCLAIR
started on 1997-01-01
CDR: 1067636
LEWIS FROST
started on 1999-12-10
CDR: 4562614
ADAM STRAUSS
started on 2001-01-21
CDR: 2771544
JAMES LOWELL
JAMES HALE LOWELL
started on 2002-01-01
CDR: 4460200
MARK NICHOLS
started on 2004-12-06
CDR: 4482888
MICHAEL HAMILTON
started on 2007-04-30
CDR: 4941639
Timothy Horton
TIMOTHY FITZGERALD HORTON Timothy Horton
started on 2007-04-02
CDR: 2648129
William Harig
WILLIAM ANDERSON HARIG Bill Harig
started on 2008-07-03
CDR: 4719924
PETER GNALL
started on 2008-12-03
CDR: 5060214
ROBERT YOUNG
started on 2008-09-12
CDR: 4803766
MATTHEW WYLLIE
started on 2008-12-03
CDR: 1059254
Jeffrey Wheeler
JEFF WHEELER JEFFREY W WHEELER JEFFREY WESTON WHEELER
started on 2008-02-07
CDR: 4596745
CHAD PERBECK
started on 2008-09-19
CDR: 2230537
MICHAEL FLAHERTY
started on 2008-05-27
CDR: 4596745
CHAD PERBECK
ended on 2008-12-01
CDR: 4941639
Timothy Horton
TIMOTHY FITZGERALD HORTON Timothy Horton
ended on 2008-12-01
CDR: 4482888
MICHAEL HAMILTON
ended on 2009-01-15
CDR: 2230537
MICHAEL FLAHERTY
ended on 2009-10-22
CDR: 1768107
MATTHEW SCHULMAN
Matthew Schulman matthew glen schulman
started on 2010-04-06
CDR: 1563301
DAWNE STEWART
DAWNE MARIA RAILE DAWNE STEWART RAILE DAWNE M STEWART
started on 2010-04-06
CDR: 4719924
PETER GNALL
ended on 2010-07-12
CDR: 5060214
ROBERT YOUNG
ended on 2010-06-23
CDR: 1207569
ERIC GODES
ERIC GODES
started on 2011-03-31
CDR: 1471810
CHRISTOPHER KEITH
CHRISTOPHER KEITH
started on 2011-03-29
CDR: 3093659
JOHN KENNEDY
JOHN C KENNEDY JOHN COLEMAN KENNEDY
started on 2011-11-22
CDR: 2014443
JOHN VANNEMAN
JOHN VANNEMAN RUSTY VANNEMAN
started on 2011-03-31
CDR: 5819859
BRIDGET COSTELLO
started on 2011-05-09
CDR: 1563301
DAWNE STEWART
DAWNE MARIA RAILE DAWNE STEWART RAILE DAWNE M STEWART
ended on 2011-12-06
CDR: 1059254
Jeffrey Wheeler
JEFF WHEELER JEFFREY W WHEELER JEFFREY WESTON WHEELER
ended on 2011-10-14
CDR: 4803766
MATTHEW WYLLIE
started on 2012-02-22
CDR: 1222214
TODD PETERS
started on 2012-02-17
CDR: 2648663
Christopher Greeley
CHRISTOPHER PATRICK GREELEY Christopher Greeley
started on 2012-02-17
CDR: 1207569
ERIC GODES
ERIC GODES
started on 2012-02-17
CDR: 2555413
DANIEL SILVER
started on 2012-02-27
CDR: 2648129
William Harig
WILLIAM ANDERSON HARIG Bill Harig
started on 2012-02-22
CDR: 1467316
RICHARD VEIDENHEIMER
DICK VEIDENHEIMER
started on 2012-02-17
CDR: 1471810
CHRISTOPHER KEITH
CHRISTOPHER KEITH
started on 2012-02-17
CDR: 1067636
LEWIS FROST
started on 2012-02-17
CDR: 4460200
MARK NICHOLS
started on 2012-02-22
CDR: 2771544
JAMES LOWELL
JAMES HALE LOWELL
started on 2012-02-22
CDR: 3093659
JOHN KENNEDY
JOHN C KENNEDY JOHN COLEMAN KENNEDY
started on 2012-02-29
CDR: 6123676
EMILY SIMCOKE
EMILY MARIE CLUFF
started on 2012-11-20
CDR: 5819859
BRIDGET COSTELLO
started on 2012-02-17
CDR: 2939010
ELIZABETH KESSELMAN
ELIZABETH STONE CUTLER ELIZABETH STONE CUTLER
started on 2012-02-17
CDR: 1695645
SUZANNE IRWIN
started on 2012-02-17
CDR: 2541741
DANIEL WIENER
DANIEL PHILLIP WIENER
started on 2012-02-22
CDR: 4562614
ADAM STRAUSS
started on 2012-02-17
CDR: 2183217
JONATHAN ST.CLAIR
JONATHAN SNELL JONATHAN RICHARD STCLAIR
started on 2012-02-17
CDR: 2014443
JOHN VANNEMAN
JOHN VANNEMAN RUSTY VANNEMAN
started on 2012-02-17
CDR: 2278327
JAMES VERITY
JAMIE VERITY
started on 2012-02-17
CDR: 3122004
JOSHUA JONES
started on 2012-02-17
CDR: 2648663
Christopher Greeley
CHRISTOPHER PATRICK GREELEY Christopher Greeley
ended on 2012-04-10
CDR: 4562614
ADAM STRAUSS
ended on 2012-02-28
CDR: 2648129
William Harig
WILLIAM ANDERSON HARIG Bill Harig
ended on 2012-03-02
CDR: 1207569
ERIC GODES
ERIC GODES
ended on 2012-02-28
CDR: 1471810
CHRISTOPHER KEITH
CHRISTOPHER KEITH
ended on 2012-02-28
CDR: 3093659
JOHN KENNEDY
JOHN C KENNEDY JOHN COLEMAN KENNEDY
ended on 2012-03-02
CDR: 4460200
MARK NICHOLS
ended on 2012-03-02
CDR: 4803766
MATTHEW WYLLIE
ended on 2012-03-02
CDR: 1768107
MATTHEW SCHULMAN
Matthew Schulman matthew glen schulman
ended on 2012-01-05
CDR: 2541741
DANIEL WIENER
DANIEL PHILLIP WIENER
ended on 2012-02-28
CDR: 1695645
SUZANNE IRWIN
ended on 2012-02-28
CDR: 2555413
DANIEL SILVER
ended on 2012-02-28
CDR: 2014443
JOHN VANNEMAN
JOHN VANNEMAN RUSTY VANNEMAN
ended on 2012-02-28
CDR: 1067636
LEWIS FROST
ended on 2012-02-28
CDR: 5819859
BRIDGET COSTELLO
ended on 2012-02-28
CDR: 2771544
JAMES LOWELL
JAMES HALE LOWELL
ended on 2012-02-28
CDR: 2183217
JONATHAN ST.CLAIR
JONATHAN SNELL JONATHAN RICHARD STCLAIR
ended on 2012-02-28
CDR: 2014443
JOHN VANNEMAN
JOHN VANNEMAN RUSTY VANNEMAN
ended on 2012-03-21
CDR: 1207569
ERIC GODES
ERIC GODES
ended on 2013-03-20
CDR: 2648129
William Harig
WILLIAM ANDERSON HARIG Bill Harig
ended on 2013-02-04
CDR: 5819859
BRIDGET COSTELLO
ended on 2013-09-17
CDR: 5745823
JESSICA DAY
JESSICA E BOYNTON JESSICA EILEEN BOYNTON JESSICA BOYNTON
started on 2014-03-04
CDR: 5745823
JESSICA DAY
JESSICA E BOYNTON JESSICA EILEEN BOYNTON JESSICA BOYNTON
ended on 2014-06-23
CDR: 6123676
EMILY SIMCOKE
EMILY MARIE CLUFF
ended on 2014-04-01
CDR: 6179801
MEGAN HIGGINS
started on 2015-03-02
CDR: 1137446
DAVID VERMEULEN
started on 2015-09-09
CDR: 4539555
GEOFFREY TURNER
started on 2016-03-25
CDR: 3242185
STEPHEN JOHNSON
started on 2017-02-06
CDR: 2844268
BRADLEY SHARP
BRADLEY KEITH SHARP
started on 2017-02-06
CDR: 6755802
Elizabeth Laprade
started on 2017-04-12
CDR: 2167252
ROBERT LEPSON
BOB LEPSON BOBBY LEPSON ROBERT D LEPSON
started on 2017-02-06
CDR: 4418665
ANDREW GRIESINGER
started on 2017-02-06
CDR: 2233336
DAVID D'AMICO
DAVID JOSEPH DAMICO
started on 2017-02-06
CDR: 4934357
MARY KONETZNY
MARY K. HOEY MARY KATHRYN HOEY MARY KATHRYN KONETZNY MS MARY KATHRYN KONETZY MS MARY KONETZY
started on 2017-02-06
CDR: 6754179
Kendall Woods
started on 2017-03-08
CDR: 2233336
DAVID D'AMICO
DAVID JOSEPH DAMICO
ended on 2017-08-07
CDR: 4934357
MARY KONETZNY
MARY K. HOEY MARY KATHRYN HOEY MARY KATHRYN KONETZNY MS MARY KATHRYN KONETZY MS MARY KONETZY
ended on 2017-08-07
CDR: 2183217
JONATHAN ST.CLAIR
JONATHAN SNELL JONATHAN RICHARD STCLAIR
ended on 2017-11-13
CDR: 6998720
Joshua Jurbala
joshua jurbala
started on 2018-08-06
CDR: 6510036
KATHRYN AUSTIN
KATE E AUSTIN KATHRYN E AUSTIN
started on 2018-06-18
CDR: 6728912
LINDSEY BAHR
started on 2018-08-30
CDR: 7010091
Jeffrey DeMaso
started on 2018-09-28
CDR: 6407458
VANESSA CARTER
started on 2018-06-18
CDR: 6202213
COREY WHITE
started on 2018-07-17
CDR: 6062985
DIANA LINN
Diana Portlock
started on 2018-08-30
CDR: 6956810
Matthew Shumaker
started on 2018-05-31
CDR: 6347910
MICHAEL RUSSO
started on 2018-06-18
CDR: 7009992
Brian Mackey
started on 2018-09-07
CDR: 1067636
LEWIS FROST
ended on 2018-01-03
CDR: 4418665
ANDREW GRIESINGER
ended on 2018-08-01
CDR: 6854868
Andrew Busa
started on 2019-11-21
CDR: 7129824
Sophie Benander
Sophie Anne Davis Sophie Anne Slutzker
started on 2019-06-04
CDR: 4872914
ALDEN WITMAN
ALDEN W WITMAN MR ALDEN W WITMAN
started on 2019-06-04
CDR: 7180833
Brennan Foust
Brennan Foust
started on 2019-10-08
CDR: 6640144
JonPaul McBride
started on 2019-11-05
CDR: 6539219
RYAN O'SHAUGHNESSY
RYAN O'SHAUGHNESSY
started on 2019-02-11
CDR: 7173204
Maryse Magbagbeola
Maryse Nicole Okito Emungu Maryse Emungu
started on 2019-09-06
CDR: 6728912
LINDSEY BAHR
ended on 2019-01-25
CDR: 6754179
Kendall Woods
ended on 2019-06-14
CDR: 6657925
Nikhil Kyathappala
Nikhil Kyathappala
started on 2020-02-27
CDR: 7254094
chad onufrechuk
started on 2020-05-20
CDR: 7304177
Jennifer Zebniak
started on 2020-10-19
CDR: 6510036
KATHRYN AUSTIN
KATE E AUSTIN KATHRYN E AUSTIN
ended on 2020-10-02
CDR: 7009992
Brian Mackey
ended on 2020-07-01
CDR: 6886263
John Ronan
started on 2021-02-02



Copyright 2022 EmployProof.org All rights reserved.
Court Diary