# BREEN WILLIAM JAMES

BREEN WILLIAM JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [THE SYMPHONY WEALTH MANAGEMENT GROUP, INC.](https://search.stillhousedata.com/firm/136885) | DIRECTOR, CHIEF INVESTMENT OFFICER | ATLANTA, GA |
| — | Form ADV | [BREEN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/116296) | CHAIRMAN/CEO | CHARLOTTE, NC |
| — | Form ADV | [STACKHABIT LLC](https://search.stillhousedata.com/firm/312724) | MEMBER | — |


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Source: public SEC filing 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.