Daniel A. Doucette

ANCHOR CAPITAL ADVISORS LLC

BOSTON, MA 02110-4104

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CRD#: 4529606

Professional summary

Daniel A Doucette, CIMA® is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel A Doucette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 29, 2006 - Present

ANCHOR CAPITAL ADVISORS LLC

Office #1: Two International Place Suite 2110, Boston, MA 02110-4104

RIA

CRD#: 105540

BOSTON, MA

Past

June 14, 2002 - March 14, 2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/29/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/10/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

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Contact information

Main Address

Two International Place Suite 2110, Boston, MA 02110-4104

Mailing Address

Phone number

(617) 338-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR CAPITAL ADVISORS LLC (3/19/2025)

ANCHOR CAPITAL ADVISORS LLC FORM CRS DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,840
AUM (Assets Under Management)	$ 2,434,135,739

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
07/08/2024	Cover Page	Report
07/24/2023	Cover Page	Report
11/03/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel A. Doucette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel A Doucette's CRS (Customer Relationship Summary).

Certified licenses

Experience

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

ANCHOR CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2005

Series 63

Date: 9/19/2002

Series 7

Date: 11/10/2003

Series 6

Date: 6/13/2002

Current Firm

ANCHOR CAPITAL ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANCHOR CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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