Unclaimed Profile

Michael Conway Bree

PILLAR WEALTH ADVISORS, LLC·WILMINGTON, Delaware

SIE, Series 6, Series 7, Series 63CFP ChFC28 years registeredPILLAR WEALTH ADVISORS, LLC

LITTLE FALLS CENTRE I, WILMINGTON, DE 19808CRD# 2061318Firm CRD# 159642

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Conway Bree · WILMINGTON, DE

Registration

CRD #2061318 · PILLAR WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

JACOBI CAPITAL MANAGEMENT, LLC

Jun 2024 – present

PILLAR WEALTH ADVISORS, LLC

Dec 2011 – Dec 2024

WEST CHESTER, PA

HORNOR, TOWNSEND & KENT, INC.

Dec 2011 – Sep 2013

CONSHOHOCKEN, PA

ADVISORNET FINANCIAL

Apr 2009 – Jul 2010

WILMINGTON, DE

FINANCIAL NETWORK INVESTMENT CORPORATION

Jun 2008 – Dec 2011

WILMINGTON, DE

PRINCOR FINANCIAL SERVICES CORPORATION

Jan 2003 – Jun 2008

WILMINGTON, DE

1717 CAPITAL MANAGEMENT COMPANY

Aug 2002 – Oct 2002

NEWARK, DE

SECURIAN FINANCIAL SERVICES, INC.

Oct 1997 – Jun 2002

NEWARD, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · October 6, 1997

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

2017Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PILLAR WEALTH ADVISORS, LLC

CRD 159642 · SEC 801-110543

AUM

$296M

Regulatory assets under management

Employees

790 client accounts

Services offered by PILLAR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PILLAR WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Conway Bree offer?

Michael Conway Bree specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Michael Conway Bree's credentials?

Michael Conway Bree holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Conway Bree located?

Michael Conway Bree is based in WILMINGTON, Delaware, working with PILLAR WEALTH ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Michael Conway Bree charge for services?

Michael Conway Bree's firm is compensated through percentage of aum, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PILLAR WEALTH ADVISORS, LLC?

PILLAR WEALTH ADVISORS, LLC has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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