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AW

Ashley E. Weir

BRECKINRIDGE CAPITAL ADVISORS
BOSTON, MA 02110-1529
CRD#: 6870543
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AW
Ashley Elizabeth WeirBRECKINRIDGE CAPITAL ADVISORS

Professional summary

Ashley Elizabeth Weir is a registered financial advisor currently at BRECKINRIDGE CAPITAL ADVISORS INC located in Boston, Massachusetts.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ashley has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Elizabeth Weir's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 2, 2026 - Present

BRECKINRIDGE CAPITAL ADVISORS INC

Office #1: 125 High Street Suite 431, Boston, MA 02110-1529
RIA
CRD#: 107143
BOSTON, MA
Past

January 22, 2018 - July 22, 2025

BELLE HAVEN INVESTMENTS, L.P.

BD
CRD#: 29278
RYE BROOK, NY

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".
BC
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143 / SEC#: 801-43833

RIA
Registered Investment Advisory firm - (4/29/1993 Approved)

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
(6/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/27/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2018
General Securities Representative Examination

Current Firm

BC
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143 / SEC#: 801-43833

RIA
Registered Investment Advisory firm - (4/29/1993 Approved)
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Contact information

Main Address
125 High Street Suite 431, Boston, MA 02110-1529
Mailing Address
Phone number
(617) 443-0779
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRECKINRIDGE CAPITAL ADVISORS FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts18,559
AUM (Assets Under Management)$ 50,989,726,048

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143Boston, MA 02110-1529

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