Covington Associates, LLC

Broker-DealerFINRA MemberEst. 2003
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 dataset as an investment bank. The firm has been SEC-registered since 2003 and is owned by an individual. The profile indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, 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
  • Thang Nguyen

    Thang Nguyen

    AnalystCRD 7707353

  • Alexander Ross

    Alexander Ross

    Vice PresidentCRD 6298189

  • Dylan Nelson

    Dylan Nelson

    Investment Banking AnalystCRD 7942364

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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