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Erin Mccall Nicholls

Investment adviser representative at Breckinridge Capital Advisors Inc
11 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

11 years in the industry.

  1. Breckinridge Capital Advisors IncMar 2017 to now
  2. J.P. MorganAug 2015 to Mar 2017

Exams passed

  • 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
7218630
Firm CRD
107143
Advisor's SEC record (opens in a new tab)
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