William Breen
William Breen is a registered investment advisor at Raymond James & Associates, INC., based in Bethesda, MD, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
7501 Wisconsin Ave., Suite 740W, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Sector Head of Utilities for the Georgetown Graduate Investment Fund, a student-run investment club managing approximately $7.5 million. He contributes to quarterly reports and can vote on allocation, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Proshare Advisors LLC
Profunds Distributors, INC.Broker
John Hancock Investment Management, LLC
John Hancock Investment Management Distributors LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations11 states
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