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Daniel Patrick Flannery

BREAKWALL INVESTMENT ADVISOR LLC·PORT WASHINGTON, New York
Unclaimed Profile
921 PORT WASHINGTON, PORT WASHINGTON, NY 11050CRD# 5350764Firm CRD# 328990
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About

Daniel Patrick Flannery is a registered financial advisor based in PORT WASHINGTON, New York, affiliated with BREAKWALL INVESTMENT ADVISOR LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BREAKWALL INVESTMENT ADVISOR LLC
BREAKWALL INVESTMENT ADVISOR LLC
AUM
$1.8B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BREAKWALL INVESTMENT ADVISOR LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5350764
Firm CRD# 328990
No disclosures on file
View on FINRA BrokerCheck →

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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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