BRECKINRIDGE CAPITAL ADVISORS INC

BOSTON, Massachusetts·19 registered advisors·CRD# 107143
SEC# 801-438331617-443-0779
01

Firm Overview

AUM
$47.9B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at BRECKINRIDGE CAPITAL ADVISORS INC

19 registered advisors
Andrew Lee Meyers
BOSTON, Massachusetts
Anne Nmn Stetson
BOSTON, Massachusetts
Anthony Peter Greco
BOSTON, Massachusetts
Benjamin Michael Smelser
BOSTON, Massachusetts
Cameron Read
BOSTON, Massachusetts
Christopher Jason Day
BOSTON, Massachusetts
David Jude Madigan
BOSTON, Massachusetts
Dominica M Ribeiro
BOSTON, Massachusetts
George Putnam Beal
BOSTON, Massachusetts
Helen Lee Mcauley
BOSTON, Massachusetts
Jeffrey Michael Glenn
BOSTON, Massachusetts
Jesse William Starks
BOSTON, Massachusetts
Kathy Lynn Washburn
BOSTON, Massachusetts
Laura Elizabeth Lake
BOSTON, Massachusetts
Martha Field Hodgman
BOSTON, Massachusetts
Matthew Christopher Buscone
BOSTON, Massachusetts
Ognjen Sosa
BOSTON, Massachusetts
Peter Breckinridge Coffin
BOSTON, Massachusetts
Phillip Adams Newell
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
19 advisors

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Data sourced from SEC Form ADV filings. BRECKINRIDGE CAPITAL ADVISORS INC (CRD# 107143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.