AdvisorOS Directory
Claim Profile
Unclaimed Profile
PC

Peter Breckinridge Coffin

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts
Series 2, Series 65Clean record32 years registeredBRECKINRIDGE CAPITAL ADVISORS INC
125 HIGH STREET, BOSTON, MA 02110-1529CRD# 2661584Firm CRD# 107143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Breckinridge Coffin · BOSTON, MA
Registration
CRD #2661584 · BRECKINRIDGE CAPITAL ADVISORS INC · 32 years registered
Brand Profile
Not yet started
01

Career History

BRECKINRIDGE CAPITAL ADVISORS INC
Apr 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · April 14, 1994
Years registered · 32
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
View all advisors at BRECKINRIDGE CAPITAL ADVISORS INC →
Introduction

Speak with Peter

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

Not sure if Peter 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.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Peter Breckinridge Coffin offer?
Peter Breckinridge Coffin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Peter Breckinridge Coffin's credentials?
Peter Breckinridge Coffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Breckinridge Coffin located?
Peter Breckinridge Coffin 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 Peter Breckinridge Coffin charge for services?
Peter Breckinridge Coffin'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 →

Other Advisors at BRECKINRIDGE CAPITAL ADVISORS INC

David Jude Madigan
BOSTON, MA
Jeffrey Michael Glenn
BOSTON, MA
Laura Elizabeth Lake
BOSTON, MA
Matthew Christopher Buscone
BOSTON, MA
Benjamin Michael Smelser
BOSTON, MA
Christopher Jason Day
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile