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Alan Breedlove

45 Years of Experience
Pittsburgh, PA
Broker

Alan Breedlove is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, with 45 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

One PPG Place, Suite1300, Pittsburgh, PA, 15222

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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

Alan is the sole proprietor/owner/partner of Breedlove-WY, LLC (rental property), Breedlove Fairways, LLC, and The Breedlove WPW, LLC. He spends minimal time on Breedlove-WY, LLC for tax distribution purposes, and is a passive investor in the other two LLCs.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
UBS Financial Services INC.
February 2007 - September 2008 · 1 yr 7 mos
UBS Financial Services INC.Broker
January 1995 - September 2008 · 13 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1981 - January 1995 · 13 yrs 8 mos
Thomson Mckinnon Securities INC.Broker
October 1980 - June 1981 · 8 mos
State Registrations32 states
AKALAZCACOCTDCDEFLGAILINMAMDMEMIMONCNHNJNYOHOKORPASCTNTXUTVAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alan Breedlove - Financial Advisor | TrueAdvisor