Chase Stratton
Investment adviser representative at Breckinridge Capital Advisors Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$54.3BFirm assets
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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
12 years in the industry.
- Breckinridge Capital Advisors IncJun 2026 to now
- Columbia Management Investment Distributors, Inc.Jan 2020 to Jun 2026
- Cambrdige Insurance AdvisorsOct 2018 to Dec 2019
- UnemployedJun 2018 to Sep 2018
- College of the Holy CrossAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
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
- 6641338
- Firm CRD
- 107143