Claim Profile
Unclaimed Profile
DR

Daniel Abraham Ringer

BREAKWATER FINANCIAL, LLC·NEEDHAM, Massachusetts
Clean recordBREAKWATER FINANCIAL, LLC
117 KENDRICK STREET, NEEDHAM, MA 02494-2724CRD# 5256318Firm CRD# 282401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Abraham Ringer · NEEDHAM, MA
Registration
CRD #5256318 · BREAKWATER FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Abraham Ringer is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with BREAKWATER FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BREAKWATER FINANCIAL, LLC
BREAKWATER FINANCIAL, LLC
AUM
$106M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5256318
Firm CRD# 282401
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Daniel Abraham Ringer offer?
Daniel Abraham Ringer specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Daniel Abraham Ringer's credentials?
Daniel Abraham Ringer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Abraham Ringer located?
Daniel Abraham Ringer is based in NEEDHAM, Massachusetts, working with BREAKWATER FINANCIAL, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Daniel Abraham Ringer charge for services?
Daniel Abraham Ringer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREAKWATER FINANCIAL, LLC?
BREAKWATER FINANCIAL, LLC has approximately 1 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →