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 appears in public registration records as having been registered with the SEC in 2003. The firm is owned by an individual and is classified in the dataset as an investment bank rather than a traditional asset manager or multi-state registered adviser. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. Several adviser categories (multi-state adviser, pension consultant, related adviser) are also not indicated in the available profile.

Assets & Accounts

Investments & Alternatives

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

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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