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Laura Elizabeth Lake

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts
Unclaimed Profile
125 HIGH STREET, BOSTON, MA 02110-1529CRD# 2948116Firm CRD# 107143
01

About

Laura Elizabeth Lake 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
View all advisors at BRECKINRIDGE CAPITAL ADVISORS INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2948116
Firm CRD# 107143
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Elizabeth Lake offer?
Laura Elizabeth Lake specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Laura Elizabeth Lake's credentials?
Laura Elizabeth Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Elizabeth Lake located?
Laura Elizabeth Lake 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 Laura Elizabeth Lake charge for services?
Laura Elizabeth Lake'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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Other Advisors at BRECKINRIDGE CAPITAL ADVISORS INC

David Jude Madigan
BOSTON, MA
Cameron Read
BOSTON, MA
Andrew Lee Meyers
BOSTON, MA
Anthony Peter Greco
BOSTON, MA
Benjamin Michael Smelser
BOSTON, MA
Christopher Jason Day
BOSTON, MA

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Research
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