RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
8yrs
William Breen
Full name on record: William Patrick Breen
Financial advisor at Raymond James & Associates
Based in Annapolis, Maryland, William Breen is a fiduciary financial advisor with 8 years of industry experience. William joined Raymond James & Associates in 2025, after two years at Merrill and two years at Proshare Advisors. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 474 advisors with offices in Annapolis, and one of 446 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeAnnapolis, MD
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowRaymond James & Associates, Inc.Current firm
- Sep 2023 – Jul 2025MerrillPreviously
- 2021 – 2023Proshare Advisors LLCPreviously
- May 2019 – Mar 2021John Hancock Investment Management LLCPreviously
- Nov 2018 – Apr 2019Morgan StanleyPreviously
Contact William
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for William. Annapolis, MDOffice · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’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 William
How do I contact William?
Call Raymond James & Associates at (727) 567-1000 and ask for William Breen. William works from the Annapolis, MD office.
How long has William been a financial advisor?
William has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask William 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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