Unclaimed Profile

Paul Joseph Breen

WEALTHSTONE INC·COLUMBUS, Ohio

SIE, Series 7PFSClean record26 years registeredWEALTHSTONE INC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 1211593Firm CRD# 110725

Profile Verification

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

Identity

Paul Joseph Breen · COLUMBUS, OH

Registration

CRD #1211593 · WEALTHSTONE INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE INC

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2021 – Jan 2024

Columbus, OH

PPC PORTFOLIO CONSULTANTS, INC.

Dec 1999 – Dec 2008

COLUMBUS, OH

WEALTHSTONE ADVISORS

Nov 1999 – Dec 2021

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · November 22, 1999

Years registered · 26

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE 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 WEALTHSTONE FAMILY OFFICE LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBUS?

Browse all registered financial advisors in COLUMBUS, Ohio or claim this profile if it's yours.

Browse COLUMBUS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Joseph Breen offer?

Paul Joseph Breen specializes in Financial Planning, Investment Management.

What are Paul Joseph Breen's credentials?

Paul Joseph Breen holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Joseph Breen located?

Paul Joseph Breen is based in COLUMBUS, Ohio, last registered with WEALTHSTONE INC.

How does Paul Joseph Breen charge for services?

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

How large is WEALTHSTONE INC?

WEALTHSTONE INC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →