Danielle Lise Breen
Investment adviser representative at Mayflower Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mayflower AdvisorsOct 2021 to now
- Private Client ServicesAug 2020 to now
- Mayflower Financial Advisors, LLCJun 2018 to now
- Wells Fargo Clearing Services, LLCMay 2016 to Aug 2020
- Colby CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Mayflower Advisors
Legal name: Mayflower Financial Advisors, LLC
$5.8BAssets managed
1,225Clients
27Advisers
6 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
- 6656260
- Firm CRD
- 307857