Daniel Ollquist
Exchange Place Advisors · Canton, Massachusetts
Daniel Ollquist is a fee-only financial advisor at Exchange Place Advisors in Canton, Massachusetts, who holds the CFP credential. Exchange Place Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Exchange Place Advisors |
|---|---|
| Based in | Canton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $379.7M across 759 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 7133492 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Daniel's firm compares
- Exchange Place Advisors's average account is about $500,000, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Daniel
Is Daniel Ollquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Exchange Place Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Exchange Place Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Ollquist based?
Daniel Ollquist is based in Canton, Massachusetts.
What credentials does Daniel Ollquist hold?
Daniel Ollquist holds the CFP credential.
Is Daniel Ollquist registered with the SEC?
Yes. Daniel Ollquist is registered as an investment adviser representative in MA and TX (CRD 7133492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exchange Place Advisors manage?
Exchange Place Advisors reports $379.7M across 759 accounts in assets under management.
How do I contact Daniel Ollquist?
Contact details aren't on file yet. Search for Exchange Place Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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