Covington Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
127437
Registered since
November 25, 2003

Firm profile

FINTRX

Overview

Covington Associates, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is held by an individual rather than by a corporate or institutional parent. The firm’s publicly reported profile contains very limited detail: there are no disclosed descriptions of advisory activities, specific business lines, or target client segments. The record also indicates the firm does not identify itself as an active ESG investor, a capital allocator, a pension consultant, a multi-state adviser, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Thomas Cibotti

    Thomas Cibotti

    Managing DirectorCRD 4672417

  • Ian Dunn

    Ian Dunn

    Managing DirectorCRD 4672426

  • Laura Crosby-brown

    FinOpCRD 1545513

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
99 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth