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Danielle Lise Breen

Mayflower Advisors

Boston, MA

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Current Employers
Mayflower Advisors

265 Franklin Street Suite 401, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-09
MA RA APPROVED 2021-10-13
  • TX RA
    APPROVED
    Since 2024-07-09
  • MA RA
    APPROVED
    Since 2021-10-13

Branch Locations

265 Franklin Street Suite 401, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colby College Waterville ME 08/2014 05/2018
Private Client Services Boston MA 08/2020 Present
Mayflower Financial Advisors, Llc Boston MA 06/2018 Present
Wells Fargo Clearing Services, Llc Boston MA 05/2016 08/2020
  • 08/2014 → 05/2018
    Colby College
    Waterville, ME
  • 08/2020 → Present
    Private Client Services
    Boston, MA
  • 06/2018 → Present
    Mayflower Financial Advisors, Llc
    Boston, MA
  • 05/2016 → 08/2020
    Wells Fargo Clearing Services, Llc
    Boston, MA
Previous Registrations
Other Businesses

Mayflower Advisors. 265 Franklin Street, Suite 401, Boston, MA 02110. RIA. 20 hrs/mo; 8 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-16
  • S66 Uniform Combined State Law Examination
    2018-06-16
Designations
Other Names
  • Danielle Gould
  • Danielle Lise Gould

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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