Adam Maietta, financial advisor Boston MA
90 score

Adam Maietta

CRD Number: 6099894
Current Firm: Breckinridge Capital Advisors Inc.

Adam Maietta (CRD# 6099894) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Breckinridge Capital Advisors Boston, MA Jul 2014 - Current 2
Breckinridge Capital Advisors Boston, MA Jun 2011 - Jul 2014 3
Secure Financial Services Colchester, VT Aug 2010 - Jun 2011 < 1
Uno's Chicago Grill South Burlington, VT Jun 2008 - Mar 2011 2
University Of Vermont Burlington, VT Aug 2006 - May 2010 3
University Of Vermont Burlington, VT Sep 2007 - May 2008 < 1
Conair West Windsor, NJ May 2007 - Aug 2007 < 1
On The Border West Windsor, NJ Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Adam J. Maietta
Phone Number: 617-443-0779
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    23,306
    MILLIONS
  • Total Number of Accounts
    11,162
    ACCOUNTS
  • Average Account Value
    $2,087,967
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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