Pallas Capital Advisors, LLC

Pallas Capital Advisors, LLC (CRD# 310327) is a financial advisory firm headquartered in Braintree, MA. They manage $2,965,232,525 in 3,566 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
https://pallascapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    2,965
    MILLION
  • Total Number of Accounts
    3,566
    ACCOUNTS
  • Average Account Value
    $831,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI

Financial Advisors at Pallas Capital Advisors, LLC
Showing 21 - 27 of 27 top financial advisors.
21
Alex Kozlowski, financial advisor Braintree MA
Alex Kozlowski
CRD#: 6931364
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Alex Kozlowski (CRD# 6931364) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry.

22
Stephen Kylander, financial advisor Braintree MA
Stephen E. Kylander
CRD#: 5125357
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Stephen Kylander (CRD# 5125357) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 2 years of experience in the finance industry.

23
Praveena Naduthota, financial advisor Braintree MA
Praveena R. Naduthota
CRD#: 7831662
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Praveena Naduthota (CRD# 7831662) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry.

24
Camden Newton, financial advisor Braintree MA
Camden L. Newton
CRD#: 7214213
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Camden Newton (CRD# 7214213) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 4 years of experience in the finance industry.

25
Garret Quillen, financial advisor Newport RI
Garret M. Quillen
CRD#: 7333609
51 Long Wharf Mall, Newport, RI 02840

Garret Quillen (CRD# 7333609) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 2 years of experience in the finance industry.

26
Jackson Roberts, financial advisor Braintree MA
Jackson D. Roberts
CRD#: 7550220
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Jackson Roberts (CRD# 7550220) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has 1 year of experience in the finance industry.

27
Shannon Smith, financial advisor Braintree MA
Shannon N. Smith
CRD#: 5393934
45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184

Shannon Smith (CRD# 5393934) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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