# BREEN FINANCIAL CORPORATION

BREEN FINANCIAL CORPORATION of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 116296
- Type: SEC-registered investment adviser
- SEC file number: 801-60763
- Location: 13024 BALLANTYNE CORPORATE PLACE, SUITE 225, CHARLOTTE, NC, 28277
- Phone: 704-544-2399
- Latest filing: 2014-03-27
- Clients: 4

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| CANNON ROBERT JOSEPH | MANAGING MEMBER/ PRESIDENT & CEO; PRESIDENT AND CEO | — |
| JOHNSON FRANCIS EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BREEN WILLIAM JAMES | CHAIRMAN/CEO; SR. INVESTMENT STRATEGIST | — |
| BREEN JAMES THOMAS | DIRECTOR OF SALES; PRESIDENT | — |
| KAMEIKA GREGORY JOHN | CHIEF COMPLIANCE OFFICER; EVP; EVP & CHIEF COMPLIANCE OFFICER | — |
| BREEN WILLIAM | CHAIRMAN/CEO | — |
| BREEN ERIN | VICE PRESIDENT | — |
| CHRUSCIEL JOHN JOSEPH | VICE PRESIDENT OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116296/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116296/similar
- Related entities: https://search.stillhousedata.com/firm/116296/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116296

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.