Margaret
Fitzpatrick
Breckinridge Capital Advisors Inc
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About this Advisor
Margaret Fitzpatrick is a financial advisor operating out of San Diego, California who has 5 years of relevant experience. Fitzpatrick is on the advisory team at Breckinridge Capital Advisors Inc. Over the course of their career, Fitzpatrick has held roles at Gurtin Municipal Bond Management, Yardi Systems, Victoria'S Secret, University Of California, Santa Barbara, Foreside Fund Services, LLC, Gurtin Fixed Income Management, LLC and Breckinridge Capital Advisors Inc. Fitzpatrick maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Breckinridge Capital Advisors Inc is a financial advisory company that has its headquarters in Boston, MA. The investment advisory business has a total of 91 advisors. It oversees $42 billion in assets across its 16,930 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 726 charitable organizations. Of its 16,930 customer accounts, 38% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Breckinridge Capital Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Breckinridge Capital Advisors Inc Brokerage Details
$42,249,722,749
91
16,930
$2,495,554
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Margaret Fitzpatrick Work History
Margaret has been registered as a financial advisor for 5 years.*
Breckinridge Capital Advisors Inc
Foreside Fund Services, LLC
Gurtin Municipal Bond Management
Gurtin Fixed Income Management, LLC
Yardi Systems
Victoria'S Secret
University Of California, Santa Barbara
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Margaret Fitzpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Breckinridge Capital Advisors Inc
San Diego, CA
San Diego, CA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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