BJ
Brian Jeffery Breen
CRD 4731645
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Breen Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Breen Wealth Management, Llc
Principal, Owner, Senior Advisor & Chief Compliance Officer · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗