Daniel A Doucette
Financial advisor at Anchor Capital Advisors LLC · Boston, MA
Last updated 2026-10-10
Claim your profileDaniel A Doucette is a financial advisor at Anchor Capital Advisors LLC in Boston, MA, CRD 4529606. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2006-09-29.
Registration
- CRD number
- 4529606
- Registration status
- Active
- IAPD registration
- 2006-09-29
- Industry Experience
- 20 years
- Work Experience
- 21 years
- States registered
- MA
Licenses and exams
- Series 63
- Series 65
Work history
- 2005-03 to Present · Anchor Capital Advisors LLC · Boston, MA
Current employment
- Anchor Capital Advisors LLC · Boston, MA
Anchor Capital Advisors LLC
- Regulatory AUM
- $2,373,821,053
- Registered advisors
- 16
- Offices
- 2
- Clients per advisor
- 32.8 (Low)
- Average AUM per client
- $4.5M (Moderate)
- High-net-worth client ratio
- 57.1% (High)
Anchor Capital Advisors LLC: advisors, services and reported ETF investments
About
Daniel A Doucette is a financial advisor at Anchor Capital Advisors LLC in Boston, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 20 years of industry experience and 21 years of reported work history.
Anchor Capital Advisors LLC's firm-level Form ADV reports 16 advisors across 2 offices; approximately 32.8 clients per advisor, average assets per client of $4,530,193, and regulatory AUM of $2.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $268.4M across 57 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel A Doucette personally.
Reported ETF positions
Anchor Capital Advisors reports 57 ETF positions worth $268.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IWS — iShares Russell Mid-Cap Value ETF | $39M |
| SHY — iShares 1-3 Year Treasury Bond ETF | $32.9M |
| IEI — iShares 3-7 Year Treasury Bond ETF | $29.6M |
| IEF — iShares 7-10 Year Treasury Bond ETF | $18.6M |
| IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF | $17.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Anchor Capital Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $720.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $2.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $4.4M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | FLXR — TCW Flexible Income ETF | $9.2M | Top 94.7% | Replicability (R²) 80.1% · Residual Sharpe 0.34 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Anchor Capital Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
Location
Two International Place, Boston, MA 02110-4104
16 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 617-338-3800
- Website: anchorcapital.com
Official record
Are you Daniel A Doucette?
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