Unclaimed Profile

Phillip Adams Newell

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts

Series 7, Series 52, Series 63, Series 65Clean record22 years registeredBRECKINRIDGE CAPITAL ADVISORS INC

125 HIGH STREET, BOSTON, MA 02110-1529CRD# 2267815Firm CRD# 107143

Profile Verification

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

Identity

Phillip Adams Newell · BOSTON, MA

Registration

CRD #2267815 · BRECKINRIDGE CAPITAL ADVISORS INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRECKINRIDGE CAPITAL ADVISORS INC

BRECKINRIDGE CAPITAL ADVISORS INC

Aug 2004 – Jan 2023

Boston, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · August 11, 2004

Years registered · 22

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 Phillip Adams Newell offer?

Phillip Adams Newell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Phillip Adams Newell's credentials?

Phillip Adams Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Adams Newell located?

Phillip Adams Newell is based in BOSTON, Massachusetts, last registered with BRECKINRIDGE CAPITAL ADVISORS INC.

How does Phillip Adams Newell charge for services?

Phillip Adams Newell'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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