William BreenCRD Number: 6858398
Current Firm: Proshare Advisors LLC
William Breen (CRD# 6858398) is an Investment Advisor Representative working at Proshare Advisors LLC in Bethesda, MD and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Profunds Distributors, Inc.||Bethesda, MD||Mar 2021 - Current||2|
|Proshare Advisors LLC||Bethesda, MD||Mar 2021 - Current||2|
|John Hancock||Boston, MA||Apr 2019 - Mar 2021||1|
|John Hancock Funds LLC||Boston, MA||Apr 2019 - Mar 2021||1|
|Morgan Stanley||Wellesley, MA||Dec 2017 - Apr 2019||1|
|Morgan Stanley||Washington, DC||Sep 2017 - Nov 2017||< 1|
|Catholic University Of America||Washington, DC||May 2014 - Nov 2017||3|
|Avenue Capital Group||New York, NY||May 2017 - Aug 2017||< 1|
|Aflac||Rockville, MD||May 2016 - Aug 2016||< 1|
|Sms Services Inc.||North Andover, MA||Jul 2013 - Aug 2014||1|
|University At Albany||Albany, NY||Aug 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management53,251MILLIONS
Total Number of Accounts121ACCOUNTS
Average Account Value$440,094,515
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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