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Anthony Peter Greco

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts
Unclaimed Profile
125 HIGH STREET, BOSTON, MA 02110-1529CRD# 6675331Firm CRD# 107143
01

About

Anthony Peter Greco is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BRECKINRIDGE CAPITAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC
AUM
$47.9B
Regulatory assets under management
Employees
92
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6675331
Firm CRD# 107143
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Peter Greco offer?
Anthony Peter Greco specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Anthony Peter Greco's credentials?
Anthony Peter Greco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Peter Greco located?
Anthony Peter Greco is based in BOSTON, Massachusetts, working with BRECKINRIDGE CAPITAL ADVISORS INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Anthony Peter Greco charge for services?
Anthony Peter Greco's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRECKINRIDGE CAPITAL ADVISORS INC?
BRECKINRIDGE CAPITAL ADVISORS INC has approximately 92 employees and manages $47.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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