Michael Bree, financial advisor West Chester PA

Michael Bree

CRD Number: 2061318
Current Firm: Pillar Wealth Advisors, LLC

Michael Bree (CRD# 2061318) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 33 years of experience in the finance industry. Michael Bree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Siegfried Advisory Wilmington, DE Jan 2024 - Current < 1
Penn Mutual Life Insurance Company Horsham, PA Dec 2011 - Current 12
Hornor Townsend & Kent Inc. Horsham, PA Dec 2011 - Current 12
Pillar Wealth Advisors, LLC Conshohocken, PA Dec 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Bree
Phone Number: 302-409-3500
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    738
    ACCOUNTS
  • Average Account Value
    $337,503
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, MD, NJ, PA

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