JF
Jeffrey S. Finkelman
FIDUCIARY TRUST INTERNATIONAL
Lincoln, MA 01773
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CRD#: 6523935
JF
Professional summary
Jeffrey Smith Finkelman is a registered financial advisor currently at FIDUCIARY TRUST INTERNATIONAL, LLC located in Lincoln, Massachusetts.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Smith Finkelman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 16, 2015 - Present
FIDUCIARY TRUST INTERNATIONAL, LLC
Office #1: 55 Old Bedford Rd Suite 302, Lincoln, MA 01773RIA
CRD#: 124062
Lincoln, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FT
FIDUCIARY TRUST INTERNATIONAL, LLC
ATHENA ALPHA INVESTORS GP, LLC (RELYING ADVISER) | OLIVE TREE INVESTORS, LLC (RELYING ADVISER) | FIDUCIARY TRUST INTERNATIONAL, LLC | ATHENA STONEHORSE FUND GP LLC (RELYING ADVISER) | ATHENA STONEHORSE CAPITAL MANAGEMENT LLC (RELYING ADVISER) | ATHENA CAPITAL ADVISORS, INC. | ATHENA CAPITAL ADVISORS NY LLC | ATHENA CAPITAL ADVISORS LLC | ATHENA CAPITAL ADVISORS CA LLC | ATHENA ALPHA PARTNERS, LP | ATHENA ALPHA INVESTORS, LP
CRD#: 124062 / SEC#: 801-62001
RIA
Registered Investment Advisory firm - (4/17/2003 Approved)Massachusetts
Registered Investment Advisory firm - (1/30/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/16/2015)
Exams
Current Firm
FT
FIDUCIARY TRUST INTERNATIONAL, LLC
ATHENA ALPHA INVESTORS GP, LLC (RELYING ADVISER) | OLIVE TREE INVESTORS, LLC (RELYING ADVISER) | FIDUCIARY TRUST INTERNATIONAL, LLC | ATHENA STONEHORSE FUND GP LLC (RELYING ADVISER) | ATHENA STONEHORSE CAPITAL MANAGEMENT LLC (RELYING ADVISER) | ATHENA CAPITAL ADVISORS, INC. | ATHENA CAPITAL ADVISORS NY LLC | ATHENA CAPITAL ADVISORS LLC | ATHENA CAPITAL ADVISORS CA LLC | ATHENA ALPHA PARTNERS, LP | ATHENA ALPHA INVESTORS, LP
CRD#: 124062 / SEC#: 801-62001
RIA
Registered Investment Advisory firm - (4/17/2003 Approved)Massachusetts
Registered Investment Advisory firm - (1/30/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
55 Old Bedford Rd Suite 302, Lincoln, MA 01773
Mailing Address
Phone number
(781) 274-9300
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 6,324,878,192 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 06/27/2024 | ||
| 10/25/2023 | ||
| 02/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIDUCIARY TRUST INTERNATIONAL, LLC
CRD#: 124062Lincoln, MA 01773TRUST BUT VERIFY
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