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Bryan Charles Duffy

TOTAL FINANCIAL ADVISORS, LLC·BETHPAGE, New York
SIE, Series 7, Series 7TO, Series 63, Series 65, Series 6612 years registeredTOTAL FINANCIAL ADVISORS, LLC
24 UNION AVENUE, BETHPAGE, NY 11714CRD# 1449366Firm CRD# 143998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Charles Duffy · BETHPAGE, NY
Registration
CRD #1449366 · TOTAL FINANCIAL ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

THE AMERIFLEX GROUP
Mar 2026 – present
KESTRA ADVISORY SERVICES, LLC
Feb 2023 – Mar 2026
New York, NY
CETERA INVESTMENT ADVISERS LLC
Jan 2022 – Feb 2023
NEW YORK, NY
TOTAL FINANCIAL ADVISORS, LLC
Oct 2015 – Oct 2017
BETHPAGE, NY
CURIAN CAPITAL, LLC
Jul 2014 – Sep 2015
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 65
Series 66
Registration record
First registered · July 17, 2014
Years registered · 12
03

Disclosure History

2019Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TOTAL FINANCIAL ADVISORS, LLC
CRD 143998 · SEC 801-67935
AUM
$203M
Regulatory assets under management
Employees
8
781 client accounts
Services offered by TOTAL FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOTAL FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Bryan Charles Duffy offer?
Bryan Charles Duffy specializes in Financial Planning, Investment Management. Contact their office in BETHPAGE, New York for a consultation.
What are Bryan Charles Duffy's credentials?
Bryan Charles Duffy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Charles Duffy located?
Bryan Charles Duffy is based in BETHPAGE, New York, working with TOTAL FINANCIAL ADVISORS, LLC. Their office serves clients in the BETHPAGE metropolitan area and surrounding communities.
How does Bryan Charles Duffy charge for services?
Bryan Charles Duffy'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 TOTAL FINANCIAL ADVISORS, LLC?
TOTAL FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL FINANCIAL ADVISORS, LLC

Joseph Piangozza
BETHPAGE, NY
James Joseph Piangozza
BETHPAGE, NY
CFPCFA

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