Bryan Duffy, financial advisor Bethpage NY
93 score

Bryan Duffy

CRD Number: 1449366
Current Firm: Total Financial Advisors, LLC

Bryan Duffy (CRD# 1449366) is an Investment Advisor Representative working at Total Financial Advisors, LLC in Bethpage, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Curian Clearing LLC Denver, CO Feb 2014 - Current 2
Curian Capital, LLC Denver, CO Feb 2014 - Current 2
Centurion Capital Group, Inc. Concord, CA Sep 2013 - Nov 2013 < 1
Capital Brokerage Corporation Chicago, IL Apr 2008 - Nov 2013 5
Assetmark Capital Corporation Chicago, IL Apr 2005 - Aug 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Bryan C. Duffy
Phone Number: 516-579-2700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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