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Thomas Joseph Breslin

Balboa Wealth Partners, Inc.

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About Thomas Joseph Breslin

Thomas Breslin is a financial advisor registered with Balboa Wealth Partners, Inc. He is also registered with the state of California. Thomas Breslin has over 20 years of experience in the financial services industry. He has previously worked for LPL Financial LLC, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Thomas Breslin is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Breslin’s Registration & Firm History

CA

04/20/2016 - Present

Balboa Wealth Partners, Inc. (Sandiego CA)

CA

09/28/2005 - 04/15/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

NY

05/20/2002 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

07/16/1999 - 05/09/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 07/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Thomas Joseph Breslin. Review regulatory record here.
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