Danielle L. Breen

MAYFLOWER ADVISORS

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 6656260

Professional summary

Danielle Lise Breen, CFP®, who also goes by Danielle Lise Gould, Danielle Gould, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts and PRIVATE CLIENT SERVICES, LLC located in Boston, Massachusetts.

Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Danielle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Lise Gould | Danielle Gould

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.

Mayflower Advisors. 265 Franklin Street, Suite 401, Boston, MA 02110. RIA. 20 hrs/mo; 8 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Lise Breen'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: 2022

Experience

Current

October 13, 2021 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110

RIA

CRD#: 307857

BOSTON, MA

Current

August 21, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 265 Franklin St Suite 401, Boston, MA 02110

RIA

CRD#: 120222

BOSTON, MA

Past

June 16, 2018 - August 24, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BOSTON, MA

Past

January 29, 2018 - August 24, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BOSTON, MA

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".

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/5/2024)

Maine
(1/5/2024)

Massachusetts
(8/21/2020)

IAR

Massachusetts
(10/13/2021)

Nevada
(1/5/2024)

New Hampshire
(7/8/2024)

New Jersey
(1/10/2024)

Texas
(7/1/2024)

IAR

Texas
(7/9/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/16/2018

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: 1/29/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Mailing Address

Phone number

(617) 259-1767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,482
AUM (Assets Under Management)	$ 4,779,428,058

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Danielle L. Breen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Lise Breen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/29/2018

FINRA

Current Firm

MAYFLOWER ADVISORS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFLOWER ADVISORS

TRUST BUT VERIFY

Similar Advisors