Unclaimed Profile

Hugh Joseph Breslin

ADE, LLC·BALTIMORE, Maryland

SIE, Series 7, Series 24, Series 66CFPClean record18 years registeredADE, LLC

1500 SULGRAVE AVE, BALTIMORE, MD 21209CRD# 5179207Firm CRD# 168345

Profile Verification

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

Identity

Hugh Joseph Breslin · BALTIMORE, MD

Registration

CRD #5179207 · ADE, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG DIXON

Aug 2016 – present

LPL FINANCIAL LLC

Aug 2016 – present

TRIAD ADVISORS, INC.

Jan 2014 – Aug 2016

Fulton, MD

PLANNING SOLUTIONS GROUP, LLC

Nov 2010 – Aug 2016

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2008 – Nov 2010

MAPLE LAWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 10, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADE, LLC

CRD 168345 · SEC 801-106631

AUM

$312M

Regulatory assets under management

Employees

876 client accounts

Services offered by ADE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 ADE, LLC →

Introduction

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Frequently Asked Questions

What services does Hugh Joseph Breslin offer?

Hugh Joseph Breslin specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Hugh Joseph Breslin's credentials?

Hugh Joseph Breslin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Hugh Joseph Breslin located?

Hugh Joseph Breslin is based in BALTIMORE, Maryland, working with ADE, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Hugh Joseph Breslin charge for services?

Hugh Joseph Breslin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADE, LLC?

ADE, LLC has approximately 6 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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