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BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC
BOSTON, Massachusetts
·
19 registered advisors
·
CRD# 107143
SEC# 801-43833
1
617-443-0779
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 Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at BRECKINRIDGE CAPITAL ADVISORS INC
19 registered advisors
Andrew Lee Meyers
BOSTON, Massachusetts
CRD# 4646226
Anne Nmn Stetson
BOSTON, Massachusetts
CRD# 5763766
Anthony Peter Greco
BOSTON, Massachusetts
CRD# 6675331
Benjamin Michael Smelser
BOSTON, Massachusetts
CRD# 5885441
Cameron Read
BOSTON, Massachusetts
CRD# 4353257
Christopher Jason Day
BOSTON, Massachusetts
CRD# 4027719
David Jude Madigan
BOSTON, Massachusetts
CRD# 1662777
Dominica M Ribeiro
BOSTON, Massachusetts
CRD# 4345054
George Putnam Beal
BOSTON, Massachusetts
CRD# 4359958
Helen Lee Mcauley
BOSTON, Massachusetts
CRD# 3231919
Jeffrey Michael Glenn
BOSTON, Massachusetts
CRD# 2877549
Jesse William Starks
BOSTON, Massachusetts
CRD# 6772030
Kathy Lynn Washburn
BOSTON, Massachusetts
CRD# 2468828
Laura Elizabeth Lake
BOSTON, Massachusetts
CRD# 2948116
Martha Field Hodgman
BOSTON, Massachusetts
CRD# 4483682
Matthew Christopher Buscone
BOSTON, Massachusetts
CRD# 4492268
Ognjen Sosa
BOSTON, Massachusetts
CRD# 5081255
Peter Breckinridge Coffin
BOSTON, Massachusetts
CRD# 2661584
Phillip Adams Newell
BOSTON, Massachusetts
CRD# 2267815
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
.