Michael A Breen
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Bank of America, N.A.Jul 2020 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Feb 2022
- Citizens BankAug 2019 to Apr 2020
- Citizens Securities Inc.Aug 2019 to Apr 2020
- Key Investment Services LLCJun 2018 to Aug 2019
- UnemployedJan 2018 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Jan 2018
- SnhuOct 2016 to Aug 2017
- Santander Securities LLCNov 2015 to Jun 2017
- Santander Bank NASep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5904015
- Firm CRD
- 104555