Robert
Beshere
Breeds Hill Capital LLC
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About this Advisor
Robert Beshere is a financial advisor who works out of Charlestown, Massachusetts who has 1 year of industry experience. Beshere currently works for Breeds Hill Capital LLC. Throughout their career, Beshere has worked at Morgan Stanley, Northeastern University, Fortis Management Group, Fidelity Investments, Bny Standish Mellon Asset Managment Company LLC, Groton School and Breeds Hill Capital LLC. Beshere maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Breeds Hill Capital LLC is a financial advisory company operating out of Charlestown, MA. It has $2 billion in total assets across its 495 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 495 client accounts, 100% are held by high-net-worth clients who have at least $1 million in investable assets. Breeds Hill Capital LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is provided. However, fee types billed by Breeds Hill Capital LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Breeds Hill Capital LLC Brokerage Details
$1,704,613,771
6
495
$3,443,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Beshere Work History
Robert has been registered as a financial advisor for 1 years.*
Breeds Hill Capital LLC
Morgan Stanley
Northeastern University
Fortis Management Group
Northeastern University
Fidelity Investments
Bny Standish Mellon Asset Managment Company LLC
Northeastern University
Northeastern University
Groton 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 Robert Beshere 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 Breeds Hill Capital LLC
Charlestown, MA
Charlestown, MA
Charlestown, 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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