Cullen Breen, CFP®
CRD Number: 5818590Current Firm: Dutch Asset Corporation
Compensation Model: Fee Only
Cullen Breen (CRD# 5818590) is an Investment Advisor Representative working at Dutch Asset Corporation in Albany, NY and has over 7 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stackhabit LLC | Bradenton, FL | Mar 2021 - Current | 3 |
| Dutch Asset Corporation | Albany, NY | Feb 2014 - Current | 10 |
| Lpl Financial | Glenmont, NY | Mar 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- FL
- GA
- NY
- TX
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Total Assets Under Management70MILLIONS
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Total Number of Accounts207ACCOUNTS
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Average Account Value$337,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, NC, NJ, NY, TX
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