Scott Edward Breault
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Scott Edward Breault? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCMay 2026 to now
- Seb EntertainmentFeb 2017 to now
- Miramontes Capital, LLCFeb 2024 to Aug 2025
- Balanced Security Planning, Inc.Jul 2022 to Aug 2025
- Elite Consulting PartnersMay 2021 to Aug 2025
- Cetera Financial Specialists LLCSep 2020 to Apr 2021
- Cetera Investment Advisers LLCSep 2020 to Apr 2021
- Peacefiel Financial; dba for Investment/securities BusinessSep 2020 to Apr 2021
- Advisory Group Equity Servies, ltd.Aug 2018 to Aug 2019
- Protein HouseFeb 2017 to Aug 2018
- Forethought Distributors, LLCJul 2014 to Feb 2017
- Global Atlantic Financial CompanyJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2178813
- Firm CRD
- 6413