Erin
Nicholls

Breckinridge Capital Advisors Inc

CRD#7218630
Investment Advisor
in Boston, MA

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About this Advisor

Erin Nicholls is a financial advisor based in Boston, Massachusetts, working with Breckinridge Capital Advisors Inc. Erin has previously held positions at Emc, J.P. Morgan, and Breckinridge Capital Advisors. Erin has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Erin 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

125 High Street Suite 431
Boston, MA 02110

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Breckinridge Capital Advisors Inc Brokerage Details

Total Assets Under Management

$47,857,100,752

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

92

MA Average: 118
Total Number of Accounts

17,848

MA Average: 4,567
Average Account Size

$2,681,371

MA Average: $3,506,186

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

Erin Nicholls Work History

2019 - Present (5 years)

Breckinridge Capital Advisors

2017 - 2019 (2 years)

Breckinridge Capital Advisors

2015 - 2017 (2 years)

J.P. Morgan

2014 - 2015 (1 year)

Emc

Disclosures

Please visit the SEC profile of Erin Nicholls 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

Andressa Tsaparlis
Boston, MA
Ryan Mendoza
San Diego, CA
Benjamin Clough
Boston, MA
Erin Nicholls
Boston, MA
Alison Difonzo
Boston, MA
Benjamin Smelser
San Diego, CA
Sara Chanda
Boston, MA
Catherine Clough
Boston, MA

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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