Madeline
Barconi
Breakwater Capital Group
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About this Advisor
Madeline Barconi is a certified financial planner and chartered financial consultant based in Denver, Colorado with 1 year of industry experience. Barconi works at Breakwater Capital Group. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Constant Contact, University Of Denver, Fidelity Personal And Workplace Advisors, Colorado Capital Management, Inc and Breakwater Capital Group. Barconi maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Colorado and Texas. Breakwater Capital Group is an advisory business headquartered in Paramus, NJ. It has offices in two locations and just two employees. It handles $335 million in assets under management among its 122 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 122 client accounts, 74% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Breakwater Capital Group most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Breakwater Capital Group Brokerage Details
$334,793,332
2
122
$2,744,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Madeline Barconi Work History
Madeline has been registered as a financial advisor for 1 years.*
Breakwater Capital Group
Colorado Capital Management, Inc
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Constant Contact
University Of Denver
*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 Madeline Barconi 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 Breakwater Capital Group
Denver, CO
Paramus, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
