AB
CFA
AB
CFA

Anthony Breen

9 Years of Experience
Nashville, TN
Broker

Anthony Breen is a CFA-designated registered investment advisor, based in Nashville, TN, with 9 years of industry experience.

Location

2905 12th Ave S, Suite 108, Nashville, TN, 37204

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 1 yr
Previous Registrations
Alphamont Funds
January 2017 - July 2025 · 8 yrs 6 mos
State Registrations5 states
MDNYOKTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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