Anthony Breen (CRD# 6716518) is an Investment Advisor Representative working at Alphamont Funds in Nashville, TN and has over 7 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphamont Funds LLC | Nashville, TN | Sep 2016 - Current | 7 |
| Boston University - Questrom School Of Business | Boston, MA | Sep 2014 - Jun 2016 | 1 |
| Bain Capital | Boston, MA | Mar 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- TN
- TX
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$749,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TN, TX
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