Anthony Joseph Breen
Financial advisor at Raymond James Financial Services Advisors, Inc · Nashville, TN
Last updated 2026-10-10
Claim your profileAnthony Joseph Breen is a financial advisor at Raymond James Financial Services Advisors, Inc in Nashville, TN, CRD 6716518. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2017-01-10.
Registration
- CRD number
- 6716518
- Registration status
- Active
- IAPD registration
- 2017-01-10
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- TN, TX
Licenses and exams
- Series 65
- Series 63
Designations
- Chartered Financial Analyst
Work history
- 2016-09 to 2025-07 · Alphamont Funds LLC · Nashville, TN
- 2025-07 to Present · Raymond James Financial Services, Inc. · Nashville, TN
- 2025-07 to Present · Raymond James Financial Services Advisors, Inc. · Nashville, TN
Current employment
- Raymond James Financial Services Advisors, Inc · Saint Petersburg, FL
Raymond James Financial Services Advisors, Inc
- Regulatory AUM
- $390,042,864,529
- Registered advisors
- 6,739
- Offices
- 4,986
- Clients per advisor
- 75.4 (Moderate)
- Average AUM per client
- $767.1K (Low)
- High-net-worth client ratio
- 18.0% (Moderate)
Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments
About
Anthony Joseph Breen is a Chartered Financial Analyst financial advisor at Raymond James Financial Services Advisors, Inc in Nashville, TN. Reported securities licenses include Series 65 and Series 63. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Raymond James Financial Services, Inc., Alphamont Funds LLC.
SEC disclosures list additional business and community activities: Richmeade Place Hoa Not Investment-Related Nashville.
Raymond James Financial Services Advisors, Inc's firm-level Form ADV reports 6,739 advisors across 4,986 offices; approximately 75.4 clients per advisor, average assets per client of $767,138, and regulatory AUM of $390B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Raymond James Financial Services Advisors, Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
2905 12th Ave S, Nashville, TN 37204
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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