Michael T. Breitfeller

THE BREIT GROUP

WRIGHTSVILLE BEACH, NC 28480

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CRD#: 5716860

Professional summary

Michael Thomas Breitfeller, CFP® is a registered financial advisor currently at THE BREIT GROUP located in Wrightsville Beach, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH THE BREIT GROUP, LLC FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. INVESTMENT RELATED. 2. 50% OWNER, BREITCAP HOLDINGS LLC, LEGAL ENTITY, START DATE: 11/19/2020, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. *In process of being dissolved as of 5/14/25*

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Breitfeller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

May 14, 2025 - Present

THE BREIT GROUP

Office #1: 96 W Salisbury St Floor #3, Wrightsville Beach, NC 28480

RIA

CRD#: 335020

WRIGHTSVILLE BEACH, NC

Past

June 16, 2010 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

WILMINGTON, NC

Past

May 12, 2010 - May 13, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WILMINGTON, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BREIT GROUP

THE BREIT GROUP | THE BREIT GROUP, LLC

CRD#: 335020 / SEC#: 801-132479

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/5/2025)

IAR

North Carolina
(5/14/2025)

IAR

Texas
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/14/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2010

General Securities Representative Examination

Current Firm

THE BREIT GROUP

THE BREIT GROUP | THE BREIT GROUP, LLC

CRD#: 335020 / SEC#: 801-132479

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

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Contact information

Main Address

96 W Salisbury St Floor #3, Wrightsville Beach, NC 28480

Mailing Address

Po Box 266, Wrightsville Beach, NC 28480

Phone number

(704) 502-6069

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BREIT FORM ADV PART 2A - AUGUST 2025 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 102,206,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael T. Breitfeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Breitfeller's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BREIT GROUP

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

THE BREIT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2010

Current Firm

THE BREIT GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BREIT GROUP

TRUST BUT VERIFY

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