Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Andrew Breen
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Andrew Breen has worked in the financial industry for 5 years and is a fiduciary financial advisor based in New York, New York. Andrew joined Merrill Lynch, Pierce, Fenner & Smith in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeOne Bryant Park, New York, NY 10036
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment 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.
Career
- 2022 – now
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Andrew
How do I contact Andrew?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Andrew Breen. Andrew works from the New York, NY office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andrew 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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