AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

Daniel Patrick Flannery

BREAKWALL INVESTMENT ADVISOR LLC·PORT WASHINGTON, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT WASHINGTON?

Browse all registered financial advisors in PORT WASHINGTON, New York or claim this profile if it's yours.

Browse PORT WASHINGTON AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BREAKWALL INVESTMENT ADVISOR LLC

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

More Advisors in PORT WASHINGTON, New York

Matthew Jason Blank
BLANK EQUITY MANAGEMENT LLC·PORT WASHINGTON, NY
Bert E Brodsky
BELHEALTH INVESTMENT PARTNERS, LLC·PORT WASHINGTON, NY
Harold Steven Blue
BELHEALTH INVESTMENT PARTNERS, LLC·PORT WASHINGTON, NY
Keyvan Ghaytanchi
BEB CREDIT MANAGEMENT, LLC·PORT WASHINGTON, NY
Lee Jared Brodsky
BEB CREDIT MANAGEMENT, LLC·PORT WASHINGTON, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile