Unclaimed Profile

Brian R Flynn

JOURNEY STRATEGIC WEALTH LLC·SUMMIT, New Jersey

SIE, Series 7, Series 66Clean record15 years registeredJOURNEY STRATEGIC WEALTH LLC

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 5889062Firm CRD# 310648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian R Flynn · SUMMIT, NJ

Registration

CRD #5889062 · JOURNEY STRATEGIC WEALTH LLC · 15 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2026 – present

HIGHTOWER SECURITIES, LLC

Apr 2026 – present

JOURNEY STRATEGIC WEALTH LLC

Jan 2021 – Apr 2026

SUMMIT, NJ

DYNASTY WEALTH MANAGEMENT, LLC

Jul 2015 – Dec 2018

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2011 – May 2015

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 11, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOURNEY STRATEGIC WEALTH LLC

CRD 310648 · SEC 801-119925

AUM

$3.1B

Regulatory assets under management

Employees

1,898 client accounts

Services offered by JOURNEY STRATEGIC WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOURNEY STRATEGIC WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Brian R Flynn offer?

Brian R Flynn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Brian R Flynn's credentials?

Brian R Flynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian R Flynn located?

Brian R Flynn is based in SUMMIT, New Jersey, working with JOURNEY STRATEGIC WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Brian R Flynn charge for services?

Brian R Flynn'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 JOURNEY STRATEGIC WEALTH LLC?

JOURNEY STRATEGIC WEALTH LLC has approximately 23 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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