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Gregory Breen

30 Years of Experience
Coral Gables, FL
Broker

Gregory Breen is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a co-owner of multiple real estate properties and an officer of a real estate LLC in Florida since April 2019. He dedicates minimal time to these investment-related activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
UBS International INC.
June 2002 - October 2007 · 5 yrs 4 mos
UBS International INC.Broker
June 2002 - October 2007 · 5 yrs 4 mos
UBS Painewebber INC.Broker
January 1999 - June 2002 · 3 yrs 5 mos
UBS Painewebber INC.
January 1999 - June 2002 · 3 yrs 5 mos
Lehman Brothers INC.Broker
October 1995 - February 1999 · 3 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Breen - Financial Advisor | TrueAdvisor