Cullen
Breen

Dutch Asset Corporation

CRD#5818590
Investment Advisor
in Albany, NY

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About this Advisor

Cullen Breen is a financial advisor based in Albany, New York, working with Dutch Asset Corporation. Cullen has previously held positions at Dutch Asset Corporation and Stackhabit LLC. Cullen has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Florida, Georgia, New York, and Texas. Currently, Cullen is part of Dutch Asset Corporation, which operates out of Albany, New York. The firm has 3 employees and manages assets totaling $69.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Dutch Asset Corporation includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11 N Pearl St Ste 1405
Albany, NY 12207

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Dutch Asset Corporation Brokerage Details

Total Assets Under Management

$69,856,158

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

207

NY Average: 3,892
Average Account Size

$337,469

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cullen Breen Work History

2021 - Present (4 years)

Stackhabit LLC

2014 - Present (11 years)

Dutch Asset Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cullen 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 Dutch Asset Corporation

Cullen Breen
Albany, NY
Richard Oxford
Albany, NY
Thomas Geraghty
Cary, NC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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