Catherine Clough (CRD# 7591231) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Breckinridge Capital Advisors, Inc. | Boston, MA | Jun 2014 - Current | 9 |
Prio Wealth LP | Boston, MA | Mar 2021 - Jun 2022 | 1 |
Scholtz And Company, LLC | Stamford, CT | May 2019 - Mar 2021 | 1 |
Colony Grill | Norwalk, CT | Nov 2018 - May 2019 | < 1 |
Cape Ann Brewing Company | Gloucester, MA | May 2017 - Nov 2018 | 1 |
Unemployed | Fairfield, CT | Sep 2017 - May 2018 | < 1 |
Serenity Restaurant Group | Gloucester, MA | May 2017 - Sep 2017 | < 1 |
Unemployed | Manchester By The Sea, MA | Aug 2016 - May 2017 | < 1 |
The Cookie Monstah | Danvers, MA | May 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MA
-
Total Assets Under Management47,857MILLIONS
-
Total Number of Accounts17,848ACCOUNTS
-
Average Account Value$2,681,371
- A percentage of assets under your management
- 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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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