Cheryl Breidenbach, financial advisor Bellevue WA
90 score

Cheryl Breidenbach

CRD Number: 6033355
Current Firm: Morgan Stanley

Cheryl Breidenbach (CRD# 6033355) is an Investment Advisor Representative working at Morgan Stanley in Bellevue, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. New York, NY Apr 2016 - Current < 1
Morgan Stanley Smith Barney LLC Bellevue, WA Mar 2016 - Current < 1
Edward Jones St Louis, MO Jun 2012 - Mar 2016 3
The Prudential Insurance Company Of America Bellevue, WA Jan 2012 - Jun 2012 < 1
Pruco Securities, LLC Bellevue, WA Jan 2012 - Jun 2012 < 1
Eastside Cpr Issaquah, WA Oct 2009 - Jun 2012 2
N/a Issaquah, WA Feb 1996 - Jan 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Cheryl L. Breidenbach
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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