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 has been SEC-registered since 2003. The firm is classified in the data as an investment bank and is owned by an individual owner. The record does not identify any stated advisory business lines, client types, fee schedules, or specific investment mandates. The firm is not flagged as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. The data also indicates it is not a newly formed adviser, not a pension consultant, and not listed as a related adviser.

Assets & Accounts

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
  • Thang Nguyen

    Thang Nguyen

    AnalystCRD 7707353

  • Alexander Ross

    Alexander Ross

    Vice PresidentCRD 6298189

  • Dylan Nelson

    Dylan Nelson

    Investment Banking AnalystCRD 7942364

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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