Managing Director of CIA, Director of Cami · Choate Investment Advisors
Tamer M. Alamuddin
CRD 6924607 · Named on Form ADV at one SEC-registered adviser
At a glance
Choate Investment Advisors, an SEC-registered wealth manager based in Boston, MA with $10.0 billion in regulatory assets, lists Tamer M. Alamuddin on its Form ADV as Managing Director of CIA, Director of Cami, a control person.
Firms and roles
- Choate Investment AdvisorsManaging Director of CIA, Director of CamiWealth manager · Boston, MA · $10B in regulatory assets
AtlasMembers
Tamer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Erin E. KerrChief Compliance Officer, Choate Investment Advisors
- Robert A. KoleDirector of Cami, Choate Investment Advisors
- Alexander L. ThorndikePresident of CIA, President, Treasurer and Director of Cami, Choate Investment Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tamer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.