Andrew Alexander Davainis
Investment adviser representative at Breen Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$318.8MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Breen Wealth Management, LLCJul 2026 to now
- MML Investors Services, LLCOct 2025 to Jun 2026
- Goldbook FinancialAug 2025 to Jun 2026
- Massmutual Life Insurance CompanyAug 2025 to Jun 2026
- San Diego PadresMar 2024 to Jun 2026
- Full Time StudentAug 2021 to Mar 2024
- Dick's Sporting GoodsMay 2021 to Aug 2021
- Full Time StudentAug 2007 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Breen Wealth Management, LLC
$318.8MAssets managed
178Clients
3Advisers
8 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
- 8178230
- Firm CRD
- 286513