Claim Profile
Unclaimed Profile
DM

David Jude Madigan

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts
Series 7, Series 65Clean record22 years registeredBRECKINRIDGE CAPITAL ADVISORS INC
125 HIGH STREET, BOSTON, MA 02110-1529CRD# 1662777Firm CRD# 107143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jude Madigan · BOSTON, MA
Registration
CRD #1662777 · BRECKINRIDGE CAPITAL ADVISORS INC · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BRECKINRIDGE CAPITAL ADVISORS INC
Jul 2004Mar 2019
Boston, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · July 16, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRECKINRIDGE CAPITAL ADVISORS INC
CRD 107143 · SEC 801-43833
AUM
$47.9B
Regulatory assets under management
Employees
92
17,848 client accounts
Services offered by BRECKINRIDGE CAPITAL ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does David Jude Madigan offer?
David Jude Madigan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.
What are David Jude Madigan's credentials?
David Jude Madigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jude Madigan located?
David Jude Madigan is based in BOSTON, Massachusetts, last registered with BRECKINRIDGE CAPITAL ADVISORS INC.
How does David Jude Madigan charge for services?
David Jude Madigan'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →