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Bryan Charles Duffy

TOTAL FINANCIAL ADVISORS, LLC·BETHPAGE, New York
Unclaimed Profile
24 UNION AVENUE, BETHPAGE, NY 11714CRD# 1449366Firm CRD# 143998
01

About

Bryan Charles Duffy is a registered financial advisor based in BETHPAGE, New York, affiliated with TOTAL FINANCIAL 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
03

Firm Overview

Firm
TOTAL FINANCIAL ADVISORS, LLC
TOTAL FINANCIAL ADVISORS, LLC
AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TOTAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1449366
Firm CRD# 143998
No disclosures on file
View on FINRA BrokerCheck →

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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 in BETHPAGE
Susan Lynn Piangozza — TOTAL FINANCIAL ADVISORS, LLCJoseph Piangozza — TOTAL FINANCIAL ADVISORS, LLCJames Joseph Piangozza — TOTAL FINANCIAL ADVISORS, LLC
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