Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
11yrs
Patrick Breen
Full name on record: Patrick William Breen
Financial advisor at Truist Advisory Services
Based in Richmond, Virginia, Patrick Breen is a fiduciary financial advisor with 11 years of industry experience. Patrick joined Truist Advisory Services in 2024, after nine years at UBS Financial Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1001 Semmes Ave Floor 3, Richmond, VA 23224
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowTruist Advisory Services, Inc.Current firm
- 2015 – 2024UBS Financial Services Inc.Previously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Truist Advisory Services at 800-874-4770 and ask for Patrick Breen. Patrick works from the Richmond, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick 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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