GP
George Putnam Beal
CRD 4359958
Firms
| Firm | Role | As of |
|---|---|---|
| Boston Family Office Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Breckinridge Capital Advisors Inc
Director · Less than 5% · Nov 2024
-
Boston Family Office Llc
Managing Member · 10% – 25% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗