Katherine Pierce, financial advisor Boston MA
93 score

Katherine Pierce

CRD Number: 5885421
Current Firm: Breckinridge Capital Advisors Inc.

Katherine Pierce (CRD# 5885421) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Breckinridge Capital Advisors Boston, MA Apr 2010 - Current 6
Unemployed Hopkinten, MA Nov 2008 - Apr 2010 1
State Street Global Advisors Boston, MA Apr 2004 - Nov 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Katherine M. Pierce
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
93
Clean Record
This advisor has a clean track record with regulators.

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