William Breen, financial advisor Boston MA

William Breen

CRD Number: 6858398
Current Firm: John Hancock Investment Management, LLC

William Breen (CRD# 6858398) is an Investment Advisor Representative working at John Hancock Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Boston, MA Apr 2019 - Current 1
John Hancock Funds LLC Boston, MA Apr 2019 - Current 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
Boston College High School Boston, MA Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for William P. Breen
Phone Number: 617-663-2430
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    196,769
    MILLIONS
  • Total Number of Accounts
    8,354
    ACCOUNTS
  • Average Account Value
    $23,553,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

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

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