Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
43yrs
David Breault
Financial advisor at Private Advisor Group
David Breault is a fiduciary financial advisor in Morristown, New Jersey, with 43 years in the industry. After a year at Morgan Stanley and four years at Citigroup Global Markets, David joined Private Advisor Group in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience at Private Advisor Group
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?2 states
Services through Private Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowPrivate Advisor Group, LLCCurrent firm
- Jun 2009 – Nov 2010Morgan StanleyPreviously
- 2005 – 2009Citigroup Global Markets Inc.Previously
- 2002 – 2005Morgan Stanley DW Inc.Previously
Contact David
(973) 538-7010Private Advisor Group main office 305 Madison AvenueMorristown, NJ 07960Office · Get directions YouTube channelPrivate Advisor Group
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Private Advisor Group at (973) 538-7010 and ask for David Breault. David works from the Morristown, NJ office.
How long has David been a financial advisor?
David has been in the industry since 1983, about 43 years. Top 1% by experience at Private Advisor Group.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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