Anthony
Frigo

Reynders, Mcveigh Capital Management, LLC

CRD#7638821
Investment Advisor
in Boston, MA

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About this Advisor

Anthony Frigo is a financial advisor who works out of Boston, Massachusetts who has 1 year of industry experience. Frigo works at Reynders, Mcveigh Capital Management, LLC. Over the course of their career, they have held roles at Reynders Mcveigh Capital Management, Brown Brothers Harriman, Frigo Foods, Agawam High School and Bryant University. Frigo maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Massachusetts. Reynders, Mcveigh Capital Management, LLC is a registered investment business operating out of Boston, MA. It manages $3 billion in total assets among its 817 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 26 charities and foundations. Of its 817 customer accounts, 60% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on which services are provided. Fees charged by Reynders, Mcveigh Capital Management, LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

121 High Street 4Th Floor
Boston, MA 02110

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Reynders, Mcveigh Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,240,827,048

MA Average: $16,012,751,954
Total Number of Employees

35

MA Average: 118
Total Number of Accounts

817

MA Average: 4,567
Average Account Size

$3,966,741

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Frigo Work History

Anthony has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Reynders Mcveigh Capital Management

2019 - 2020 (1 year)

Brown Brothers Harriman

2015 - 2019 (4 years)

Frigo Foods

2015 - 2019 (4 years)

Bryant University

2011 - 2015 (4 years)

Agawam High School

*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 Anthony Frigo 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 Reynders, Mcveigh Capital Management, LLC

Ryan Kreatz
Boston, MA
Eric Sample
Boston, MA
Jamie Taloumis
Boston, MA
Alexandria Biela
Boston, MA
Ryan Boudreau
Boston, MA
Jacquelyn Smith
Boston, MA
Yuji Koga
Boston, MA
Roberto Figueiredo
Boston, MA

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.

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