Best Investors Account Sign in

Anthony Joseph Breen

Raymond James Financial Services Advisors, Inc

Nashville, TN

Claim This Profile
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
  • TN RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

2905 12Th Ave S Suite 108, Nashville, TN 37204 • 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
Boston University Boston MA 09/2014 09/2016
Alphamont Funds Llc Nashville TN 09/2016 07/2025
Raymond James Financial Services, Inc. Nashville TN 07/2025 Present
Raymond James Financial Services Advisors, Inc. Nashville TN 07/2025 Present
  • 09/2014 → 09/2016
    Boston University
    Boston, MA
  • 09/2016 → 07/2025
    Alphamont Funds Llc
    Nashville, TN
  • 07/2025 → Present
    Raymond James Financial Services, Inc.
    Nashville, TN
  • 07/2025 → Present
    Raymond James Financial Services Advisors, Inc.
    Nashville, TN
Previous Registrations
Other Businesses

Richmeade Place HOA Not investment-related Nashville, TN HOA Board Member 09/2023 4 hours per month 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-30
S65 Uniform Investment Adviser Law Examination 2016-11-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-02
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor