HB
HB

Harry Bernard Breda

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Financial Planning:Investment management only
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Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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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

Harry works as a Senior Product Manager at Westwood Management Corp., overseeing product development, marketing, and client reporting. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Salient Capital L.P.Broker
January 2025 - Present · 1 yr 1 mo
Westwood Management CORP
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
August 2022 - December 2024 · 2 yrs 4 mos
Goldman Sachs & CO. LLCBroker
July 2020 - October 2020 · 3 mos
Goldman Sachs Personal Financial Management
June 2019 - October 2020 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
February 2019 - July 2020 · 1 yr 5 mos
Provasi Capital Partners LPBroker
September 2015 - April 2018 · 2 yrs 7 mos
Transamerica Capital, INC.Broker
May 2011 - February 2012 · 9 mos
Janus Distributors LLCBroker
November 2007 - November 2010 · 3 yrs
A I M Distributors, INC.Broker
September 2000 - December 2005 · 5 yrs 3 mos
Fund Management CompanyBroker
June 1999 - October 2000 · 1 yr 4 mos
A I M Distributors, INC.Broker
February 1997 - June 1999 · 2 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.