Diastole Wealth Management
45yrs
Top advisor by experience in Guilford
7yrs
Ryan Breen
Full name on record: Ryan Patrick Breen
Financial advisor at Cambridge Investment Research Advisors
Ryan Breen is a fiduciary financial advisor in Guilford, Connecticut, with 7 years in the industry. After three years at Edward Jones, Ryan joined Cambridge Investment Research Advisors in 2022, 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 108 advisors with offices in Guilford, and one of 103 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office705 Boston Post Road, Suite 2d, Guilford, CT 06437
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2019 – 2022Edward JonesPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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 Ryan
How do I contact Ryan?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Ryan Breen. Ryan works from the Guilford, CT office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ryan 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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