COVINGTON ASSOCIATES, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
12
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 SEC-registered, with registration dating to 2003. The firm is classified in the data as an investment bank and is owned by an individual. Public filings and the supplied snapshot include limited detail on the firm's service mix; fields for client base, fee structure, business activities and advisory activities are not populated in the available dataset. The snapshot flags several operational attributes: Covington Associates is not identified as a capital allocator, is not an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not a pension consultant or a related adviser. Those entries suggest a narrow public footprint and limited reporting of investment or advisory activity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Thang Nguyen

    AnalystCRD 7707353

  • ALEXANDER ROSS

    Vice PresidentCRD 6298189

  • DYLAN NELSON

    Investment Banking AnalystCRD 7942364

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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