Career
Peter Coffin has been Executive Chair/Director of Breckinridge Capital Advisors since June 2024. Peter Coffin is a control person of the firm and directly owns between 50% and 75% of it. Peter Coffin earned a BA with honors in classical studies from Hamilton College in 1982.
Breckinridge Capital Advisors Inc is a Boston, MA firm with $54.3B under management, 18,447 clients and 41 advisers across 2 offices, as of its March 2026 filing.
Breckinridge identifies Peter Coffin as founder and executive chair. His biography says he earned a BA with honors in classical studies from Hamilton College in 1982.
- – present · 32 yearsBoston, MA · Adviser representative · Firm CRD 107143
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Massachusetts | Approved | 14 April 1994 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 3 October 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 1995 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Peter Breckinridge Coffin
- CRD
- 2661584
- Office
- 125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110
- Firm bio
- breckinridge.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Peter Coffin work?
Peter Coffin has been Executive Chair/Director of Breckinridge Capital Advisors Inc since June 2024, and is a control person of the firm.
Is Peter Coffin a financial advisor?
Yes. Peter Coffin has a current investment-adviser registration in Massachusetts, through Breckinridge Capital Advisors since April 1994.
How many years of experience does Peter Coffin have?
Peter Coffin has 32 years in the financial industry, since April 1994, across 1 adviser firm.
What exams has Peter Coffin passed?
Peter Coffin has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in September 1995.
Where is Peter Coffin based?
Peter Coffin’s registered office is in Boston, MA.
Leadership at Breckinridge Capital Advisors
- Ognjen SosaChief Executive Officer/Director
- Anthony GrecoPresident/Chief Operating Officer/Director
- Helen McauleyChief Compliance Officer
- George BealDirector
- Kristin BradburyDirector
- Matthew BusconeCo-Chief Investment Officer
- Hannah CoffinDirector
- Jeffrey GlennCo-Chief Investment Officer
- Andrew MeyersDirector
- Phillip NewellDirector
- Dominica RibeiroChief Marketing and Distribution Officer/Director
- Benjamin SmelserChief Technology Officer
- Anne StetsonDirector/Benefit Director