MML Investors Services
44yrs
Top advisor by experience in West Warwick
15yrs
Michael A Breen
Financial advisor at Strategic Advisers
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeWest Warwick, RI
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational 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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2020 – Mar 2022Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Nov 2019 – Apr 2020Citizens Securities, Inc.Previously
Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Strategic Advisers at 617-563-7000 and ask for Michael A Breen. Michael works from the West Warwick, RI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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