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Thomas J Breaden

Fiduciary Consulting Group

Portland, OR

CRD 6698787

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Employer firm

Fiduciary Consulting Group CRD 149122

$14.7B regulatory AUM 333 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

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

Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-08-26
  • OR RA
    APPROVED
    Since 2016-08-26

Branch Locations

9755 Sw Barnes Road Suite 660, Portland, OR 97225 • 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
Morgan Stanley Institutional Investment Advisors Llc Portland OR 04/2011 Present
  • 04/2011 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Portland, OR
Designations
  • Chartered Financial Analyst
Other Names
  • Thomas Joseph Breaden

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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