Ognjen Sosa
Investment adviser representative at Breckinridge Capital Advisors Inc
19 yearsExperience
1 stateRegistered in
$54.3BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Breckinridge Capital Advisors IncMar 2022 to now
- Fidelity Investments Institutional Services Company, Inc.May 2016 to now
- Fidelity InvestmentsFeb 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Breckinridge Capital Advisors Inc
$54.3BAssets managed
18,447Clients
29Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5081255
- Firm CRD
- 107143