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Anne Stetson

Director/Benefit Director at Breckinridge Capital Advisors

Officer record from the firm’s Form ADVForm ADV filed 18 March 2026

Anne Stetson is Director/Benefit Director of Breckinridge Capital Advisors Inc, a Boston investment adviser.

Role at Breckinridge Capital Advisors

Title on Schedule A
Director/Benefit Director
Control
Anne Stetson is not a control person of Breckinridge Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Anne Stetson has held the filed role since April 2017.

The firm

Breckinridge Capital Advisors Inc
Boston, MA

Form ADV filed 18 March 2026

$54.3B AUM18,447 clients41 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Anne Stetson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Anne Stetson
CRD
5763766
Firm
Breckinridge Capital Advisors Inc
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Anne Stetson work?

Anne Stetson has been Director/Benefit Director of Breckinridge Capital Advisors Inc since April 2017.

Source: Form ADV, Schedule A, filed 18 March 2026

Leadership at Breckinridge Capital Advisors

Sources

  1. IAPD individual lookup, CRD 5763766. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Breckinridge Capital Advisors Inc, filed 18 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Anne Stetson or Breckinridge Capital Advisors Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.