William Peter Breault

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-07-05 → 2025-08-12
  Commonwealth Financial Network
  Waltham, MA
  San Diego, CA
  Millbury, MA

Other Businesses

1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/17/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. TOWN OF MILLBURY, 127 Elm Street, Millbury MA 01527, United States, 12/2025, Committee Member, Volunteer, NIR, 4 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2016-07-01