Unclaimed Profile

George Putnam Beal

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts

Clean record27 years registeredBRECKINRIDGE CAPITAL ADVISORS INC

125 HIGH STREET, BOSTON, MA 02110-1529CRD# 4359958Firm CRD# 107143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Putnam Beal · BOSTON, MA

Registration

CRD #4359958 · BRECKINRIDGE CAPITAL ADVISORS INC · 27 years registered

Brand Profile

Not yet started

Career History

BOSTON FAMILY OFFICE LLC

Jan 1999 – present

Registrations & Exams

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRECKINRIDGE CAPITAL ADVISORS INC

CRD 107143 · SEC 801-43833

AUM

$47.9B

Regulatory assets under management

Employees

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

View all advisors at BRECKINRIDGE CAPITAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does George Putnam Beal offer?

George Putnam Beal specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are George Putnam Beal's credentials?

George Putnam Beal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Putnam Beal located?

George Putnam Beal 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 George Putnam Beal charge for services?

George Putnam Beal'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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