Robert
Beshere

Breeds Hill Capital LLC

CRD#7122678
Investment Advisor
in Charlestown, MA

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About this Advisor

Robert Beshere is a financial advisor based in Charlestown, Massachusetts, working with Breeds Hill Capital LLC. Robert has previously held positions at Morgan Stanley, Northeastern University, Fortis Management Group, Fidelity Investments, Bny Standish Mellon Asset Management Company LLC, and Breeds Hill Capital LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Robert is part of Breeds Hill Capital LLC, which operates out of Charlestown, Massachusetts. The firm has 6 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Breeds Hill Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Thompson Square Suite 301
Charlestown, MA 02129

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Breeds Hill Capital LLC Brokerage Details

Total Assets Under Management

$1,973,990,155

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

508

MA Average: 4,567
Average Account Size

$3,885,807

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Beshere Work History

2022 - Present (3 years)

Breeds Hill Capital LLC

2019 - 2022 (3 years)

Morgan Stanley

2018 - 2019 (1 year)

Northeastern University

2018 - 2018 (< 1 year)

Fortis Management Group

2017 - 2018 (1 year)

Northeastern University

2017 - 2017 (< 1 year)

Fidelity Investments

2016 - 2016 (< 1 year)

Bny Standish Mellon Asset Managment Company LLC

2016 - 2017 (1 year)

Northeastern University

2014 - 2016 (2 years)

Northeastern University

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Disclosures

Please visit the SEC profile of Robert Beshere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Breeds Hill Capital LLC

Robert Beshere
Charlestown, MA
Sadie Holdridge
Charlestown, MA
John Edwards
Charlestown, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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