AB
AB

Adam Breckenridge Beard

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
141 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$18.0M average
Assets Under Management
$35.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
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Location

501 Boylston St, Suite 10B-141, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is a board member of the Boston Youth Symphony Orchestra, serving on the Development Committee and dedicating minimal time. He is also a registered representative of First Republic Securities Company, LLC and an employee of First Republic Investment Management, Inc., dedicating the majority of his time to these activities.

Employment History
Current Registrations
Ieq Capital, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
First Republic Investment Management, INC.
May 2018 - May 2023 · 5 yrs
First Republic Securities Company, LLCBroker
May 2018 - May 2023 · 5 yrs
Jefferies Investment Advisers, LLC
September 2013 - May 2018 · 4 yrs 8 mos
Jefferies LLCBroker
June 2010 - May 2018 · 7 yrs 11 mos
Gca Savvian Advisors, LLCBroker
September 2006 - June 2010 · 3 yrs 9 mos
Credit Suisse First Boston CorporationBroker
October 1998 - December 2002 · 4 yrs 2 mos
Deutsche Bank Securities INC.Broker
December 1997 - August 1998 · 8 mos
Prudential Securities IncorporatedBroker
January 1996 - October 1997 · 1 yr 9 mos
State Registrations3 states
CAMANY
Advisor
Exams
No exam information available for this advisor.