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 an individually owned limited liability company that has been SEC-registered since 2003 and is classified in the source data as an investment bank. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is recorded as a single-state adviser (not multi-state), is not described as a pension consultant, and does not appear as a related adviser to another registered entity. The dataset provides no further description of the firm’s advisory or business activities.

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