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Daniel Patrick Flannery

BREAKWALL INVESTMENT ADVISOR LLC·PORT WASHINGTON, New York
SIE, Series 63, Series 79Clean recordBREAKWALL INVESTMENT ADVISOR LLC
921 PORT WASHINGTON, PORT WASHINGTON, NY 11050CRD# 5350764Firm CRD# 328990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Flannery · PORT WASHINGTON, NY
Registration
CRD #5350764 · BREAKWALL INVESTMENT ADVISOR LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BREAKWALL INVESTMENT ADVISOR LLC
CRD 328990 · SEC 801-129195
AUM
$1.8B
Regulatory assets under management
Employees
8
9 client accounts
Services offered by BREAKWALL INVESTMENT ADVISOR LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BREAKWALL INVESTMENT ADVISOR LLC →
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Frequently Asked Questions

What services does Daniel Patrick Flannery offer?
Daniel Patrick Flannery specializes in Retirement Planning. Contact their office in PORT WASHINGTON, New York for a consultation.
What are Daniel Patrick Flannery's credentials?
Daniel Patrick Flannery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Flannery located?
Daniel Patrick Flannery is based in PORT WASHINGTON, New York, working with BREAKWALL INVESTMENT ADVISOR LLC. Their office serves clients in the PORT WASHINGTON metropolitan area and surrounding communities.
How does Daniel Patrick Flannery charge for services?
Daniel Patrick Flannery's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREAKWALL INVESTMENT ADVISOR LLC?
BREAKWALL INVESTMENT ADVISOR LLC has approximately 8 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BREAKWALL INVESTMENT ADVISOR LLC

Christopher Anthony Abbate
PORT WASHINGTON, NY
Jamie Marc Brodsky
PORT WASHINGTON, NY

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