Brian
Kelleher
Breckinridge Capital Advisors Inc
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About this Advisor
Brian Kelleher is a financial advisor based in Boston, Massachusetts, working with Breckinridge Capital Advisors Inc. Brian has previously held a position at Breckinridge Capital Advisors and has passed the Series 65 regulatory exam. Brian is registered to provide services in Massachusetts. Currently, Brian is part of Breckinridge Capital Advisors Inc, which operates out of Boston, Massachusetts. The firm has 1 office and 92 employees. The firm manages assets totaling $47.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Breckinridge Capital Advisors Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Breckinridge Capital Advisors Inc Brokerage Details
$47,857,100,752
92
17,848
$2,681,371
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
Brian Kelleher Work History
Breckinridge Capital Advisors
Disclosures
Please visit the SEC profile of Brian Kelleher 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
Boston, MA
Boston, MA
Boston, MA
San Diego, CA
Boston, MA
San Diego, CA
Boston, MA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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