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George Beal

Director at Breckinridge Capital Advisors

Investment adviser registrationSEC record checked 17 October 2026

27
Years in the industry
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

George Beal is Director of Breckinridge Capital Advisors Inc, a Boston investment adviser managing $54.3B. George Beal has 27 years in the industry across 1 firm.

Role at Breckinridge Capital Advisors

Title on Schedule A
Director
Control
George Beal is not a control person of Breckinridge Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
George Beal has held the filed role since November 2011.

The firm

Breckinridge Capital Advisors Inc
Boston, MA

Form ADV filed 18 March 2026

$54.3B AUM18,447 clients41 advisers2 offices

Career on record

Firms and exams, newest first
  1. Boston Family Office LLCCurrent
    – present · 28 years
    Boston, MA · Adviser representative · Firm CRD 107141

Registrations and exams

George Beal has a current investment-adviser registration in Massachusetts and has passed 0 qualifying exams.

Massachusetts1 January 1999
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on George Beal’s record.

Individual record

Full name
George Putnam Beal
CRD
4359958
Firm
Breckinridge Capital Advisors Inc
Registration status
Investment adviser registration

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 George Beal work?

George Beal has been Director of Breckinridge Capital Advisors Inc since November 2011.

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

Is George Beal a financial advisor?

Yes. George Beal has a current investment-adviser registration in Massachusetts, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does George Beal have?

George Beal has worked in the financial industry for 27 years as of 17 October 2026, counted from 1 January 1999, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Breckinridge Capital Advisors

Sources

  1. IAPD individual record, CRD 4359958. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Breckinridge Capital Advisors Inc, filed 18 March 2026. Title, control and ownership bands.

Retrieved 17 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 George Beal 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.