Sean Breen
Sean Breen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
95 102nd Ave. NE, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean works as a financial advisor for both Columbia Wealth Advisors and Umpqua Bank. He dedicates about half of his time to each role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Transamerica Capital, INC.Broker
Endeavor GroupBroker
State Registrations10 states
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