DM
Daniel Maclay Flannery
CRD 5967382
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Balanced Rock Investment Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Balanced Rock Investment Advisors Llc
President, Portfolio Manager · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗