Thomas Joseph Breslin

Employer firm

Balboa Wealth Partners, Inc. CRD 282329

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Balboa Wealth Partners, Inc.
  Newport Beach, CA

Previous Registrations

• 2005-09-28 → 2016-04-15
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2003-01-02 → 2005-08-29
  Morgan Stanley Dw Inc.
  San Diego, CA
• 1999-11-02 → 2002-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anchorage, AK

Exams

• S66 Uniform Combined State Law Examination
  1999-08-12

Other Names

• Thomas J Breslin
• Thomas Joseph Breslin
• Thomas Joseph Breslin Jr