Thomas Joseph Breslin
Investment adviser representative at Balboa Wealth Partners, Inc.
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 yearsFirm in business
Are you Thomas Joseph Breslin? 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 assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Balboa Wealth Partners, Inc.Apr 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Balboa Wealth Partners, Inc.
$1.1BAssets managed
1,127Clients
27Advisers
10 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
- 3252236
- Firm CRD
- 282329