Alison Catherine Difonzo
Investment adviser representative at Breckinridge Capital Advisors Inc
10 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
10 years in the industry.
- Breckinridge Capital Advisors, Inc.May 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to May 2022
- Newday USAJun 2017 to Jan 2018
- Kimball FarmMay 2017 to Jun 2017
- UpsDec 2016 to Dec 2016
- James Madison UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6904456
- Firm CRD
- 107143