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Patricia Feeney

BRETON FINANCIAL, INC.·MEDFORD, New Jersey
Clean recordBRETON FINANCIAL, INC.
105 ATSION ROAD STES B&D, MEDFORD, NJ 08055CRD# 2253139Firm CRD# 105606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Feeney · MEDFORD, NJ
Registration
CRD #2253139 · BRETON FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Feeney is a registered financial advisor based in MEDFORD, New Jersey, affiliated with BRETON FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRETON FINANCIAL, INC.
BRETON CO
AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BRETON FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE OF NET WORTH
Regulatory
SEC/IARD CRD# 2253139
Firm CRD# 105606
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Feeney offer?
Patricia Feeney specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, New Jersey for a consultation.
What are Patricia Feeney's credentials?
Patricia Feeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Feeney located?
Patricia Feeney is based in MEDFORD, New Jersey, working with BRETON FINANCIAL, INC.. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Patricia Feeney charge for services?
Patricia Feeney's firm is compensated through percentage of aum, hourly charges, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRETON FINANCIAL, INC.?
BRETON FINANCIAL, INC. has approximately 4 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRETON FINANCIAL, INC.

Roseann Bove
MEDFORD, NJ

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Research
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