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Daniel Maclay Flannery

BALANCED ROCK INVESTMENT ADVISORS LLC·ROSLINDALE, Massachusetts
Series 65Clean record14 years registeredBALANCED 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

BALANCED ROCK INVESTMENT ADVISORS
Sep 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 22, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALANCED ROCK INVESTMENT ADVISORS LLC
CRD 157424 · SEC 801-128479
AUM
$138M
Regulatory assets under management
Employees
4
674 client accounts
Services offered by BALANCED ROCK INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BALANCED ROCK INVESTMENT ADVISORS LLC →
Introduction

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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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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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