Alison
Difonzo
Breckinridge Capital Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alison Difonzo is a financial advisor working out of Boston, Massachusetts with 1 year of relevant experience. Difonzo is on the advisory team at Breckinridge Capital Advisors Inc. Throughout their career, Difonzo has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Newday Usa, Kimball Farm, James Madison University, British Beer Company, Westford Academy, Ups and Breckinridge Capital Advisors, Inc. Difonzo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Breckinridge Capital Advisors Inc is a registered investment company that has its headquarters in Boston, MA. The company has a total of 91 advisors. It oversees $42 billion in assets across its 16,930 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 726 charitable organizations. Of its 16,930 accounts, 38% are associated with high-net-worth investors who have more than $1 million in investable assets. Breckinridge Capital Advisors Inc has a number of services, such as 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 advisory fees are based on which service is offered. However, fee types charged by Breckinridge Capital Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Alison Difonzo Work History
Alison has been registered as a financial advisor for 1 years.*
Breckinridge Capital Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Newday Usa
Kimball Farm
James Madison University
Kimball Farm
Ups
James Madison University
Kimball Farm
James Madison University
Kimball Farm
British Beer Company
James Madison University
British Beer Company
Westford Academy
*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 Alison Difonzo 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
