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Daniel Maclay Flannery

BALANCED ROCK INVESTMENT ADVISORS LLC·ROSLINDALE, Massachusetts
Clean recordBALANCED ROCK INVESTMENT ADVISORS LLC
4238 WASHINGTON STREET, ROSLINDALE, MA 02131CRD# 5967382Firm CRD# 157424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Maclay Flannery · ROSLINDALE, MA
Registration
CRD #5967382 · BALANCED ROCK INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Maclay Flannery is a registered financial advisor based in ROSLINDALE, Massachusetts, affiliated with BALANCED ROCK INVESTMENT ADVISORS 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

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03

Firm Overview

Firm
BALANCED ROCK INVESTMENT ADVISORS LLC
BALANCED ROCK INVESTMENT ADVISORS
AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BALANCED ROCK INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5967382
Firm CRD# 157424
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Maclay Flannery offer?
Daniel Maclay Flannery specializes in Financial Planning, Investment Management. Contact their office in ROSLINDALE, Massachusetts for a consultation.
What are Daniel Maclay Flannery's credentials?
Daniel Maclay Flannery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Maclay Flannery located?
Daniel Maclay Flannery is based in ROSLINDALE, Massachusetts, working with BALANCED ROCK INVESTMENT ADVISORS LLC. Their office serves clients in the ROSLINDALE metropolitan area and surrounding communities.
How does Daniel Maclay Flannery charge for services?
Daniel Maclay Flannery'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 BALANCED ROCK INVESTMENT ADVISORS LLC?
BALANCED ROCK INVESTMENT ADVISORS LLC has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALANCED ROCK INVESTMENT ADVISORS LLC

Thomas Joseph Higgins
ROSLINDALE, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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