John
Edwards

Breeds Hill Capital LLC

CRD#4422180
Investment Advisor
in Charlestown, MA

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About this Advisor

John Edwards is a financial advisor based in Charlestown, Massachusetts, working with Breeds Hill Capital LLC. John has previously worked at Breed'S Hill Capital, has passed the Series 65 regulatory exam, and is registered to provide services in Massachusetts. Currently, John is part of Breeds Hill Capital LLC, which is located in Charlestown, Massachusetts. The firm has 6 employees and manages assets totaling $2.2 billion. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. Breeds Hill Capital LLC offers asset-based and fixed fee structures.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Thompson Square Suite 301
Charlestown, MA 02129

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Breeds Hill Capital LLC Brokerage Details

Total Assets Under Management

$2,243,174,322

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

6

MA Average: 118
Total Number of Accounts

523

MA Average: 4,567
Average Account Size

$4,289,052

MA Average: $3,506,186

Investment Advisory Services

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

John Edwards Work History

2013 - Present (12 years)

Breed'S Hill Capital

Disclosures

Please visit the SEC profile of John Edwards 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

Sadie Holdridge
Charlestown, MA
Robert Beshere
Charlestown, MA
John Edwards
Charlestown, MA

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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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