Breckinridge Capital Advisors Inc.

Breckinridge Capital Advisors Inc. (CRD# 107143) is a financial advisory firm headquartered in Boston, MA. They manage $23,305,888,169 in 11,162 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,306
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Breckinridge Capital Advisors Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Jeffrey M. Glenn
CRD#: 2877549
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
96
Wealthminder
score

Jeffrey Glenn (CRD# 2877549) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 13 years of experience in the finance industry.

2
Matthew C. Buscone
CRD#: 4492268
4660 La Jolla Village Drive, Suite 1030, San Diego, CA 92122
93
Wealthminder
score

Matthew Buscone (CRD# 4492268) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in San Diego, CA and has over 14 years of experience in the finance industry.

3
Peter B. Coffin
CRD#: 2661584
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Peter Coffin (CRD# 2661584) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 21 years of experience in the finance industry.

4
Timothy J. Coffin
CRD#: 1711405
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Timothy Coffin (CRD# 1711405) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 14 years of experience in the finance industry.

5
John W. Craig
CRD#: 5121030
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

John Craig (CRD# 5121030) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.

6
Christopher J. Day
CRD#: 4027719
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Christopher Day (CRD# 4027719) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 16 years of experience in the finance industry.

7
Jeremy P. Jenkins
CRD#: 5574607
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Jeremy Jenkins (CRD# 5574607) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 8 years of experience in the finance industry.

8
David J. Madigan
CRD#: 1662777
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

David Madigan (CRD# 1662777) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 12 years of experience in the finance industry.

9
Lauren A. Murphy
CRD#: 5757134
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Lauren Murphy (CRD# 5757134) 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.

10
Phillip A. Newell
CRD#: 2267815
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
93
Wealthminder
score

Phillip Newell (CRD# 2267815) is an Investment Advisor Representative working at Breckinridge Capital Advisors Inc. in Boston, MA and has over 22 years of experience in the finance industry.

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