Louis Ralph Marchant
Investment adviser representative at Choate Investment Advisors
13 yearsExperience
1 stateRegistered in
$10BFirm assets
29 yearsFirm in business
Are you Louis Ralph Marchant? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Choate Investment Advisors, LLCMay 2021 to now
- PwcJun 2017 to May 2021
- Student At Bentley UniversitySep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Choate Investment Advisors
Legal name: Choate Investment Advisors LLC
$10BAssets managed
653Clients
15Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6394550
- Firm CRD
- 106109