William
Breen

Proshare Advisors LLC

CRD#6858398
Investment Advisor
in Bethesda, MD

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About this Advisor

William Breen is a financial advisor based out of Bethesda, Maryland with 2 years of industry experience. Breen is an advisor for Proshare Advisors LLC. The advisor has gained experience at Morgan Stanley, Boston College High School, University At Albany, Sms Services Inc, Aflac, Avenue Capital Group, Catholic University Of America, John Hancock, John Hancock Funds LLC, Profunds Distributors, Inc and Proshare Advisors LLC. Breen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Proshare Advisors LLC is a firm operating out of Bethesda, MD. It administers $53 billion in total assets among its 121 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The company has a set of services, including portfolio management for investment companies and other services. Fees charged by financial advisors usually vary depending on the type of financial services provided. However, fees billed by Proshare Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

7272 Wisconsin Avenue 21St Floor
Bethesda, MD 20814

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Proshare Advisors LLC Brokerage Details

Total Assets Under Management

$53,251,436,325

MD Average: $6,889,882,315
Total Number of Employees

98

MD Average: 45
Total Number of Accounts

121

MD Average: 765
Average Account Size

$440,094,515

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for investment companies
  • Other

William Breen Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Profunds Distributors, Inc

2021 - Present (3 years)

Proshare Advisors LLC

2019 - 2021 (2 years)

John Hancock

2019 - 2021 (2 years)

John Hancock Funds LLC

2017 - 2019 (2 years)

Morgan Stanley

2017 - 2017 (< 1 year)

Avenue Capital Group

2017 - 2017 (< 1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Aflac

2014 - 2017 (3 years)

Catholic University Of America

2013 - 2014 (1 year)

University At Albany

2013 - 2014 (1 year)

Sms Services Inc

2009 - 2013 (4 years)

Boston College High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Breen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Proshare Advisors LLC

Edward Stauderman
Bethesda, MD
John Speicher
Bethesda, MD
Timothy Salzman
Bethesda, MD
Troy Goldstein
Bethesda, MD
Jeremy Herskowitz
New York, NY
Michael Hurley
Bethesda, MD
Maxwell Aaron
New York, NY
William Breen
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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