Brian Flynn, financial advisor New York NY
93 score

Brian Flynn

CRD Number: 5889062
Current Firm: Dynasty Wealth Management, LLC

Brian Flynn (CRD# 5889062) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jun 2015 - Current 1
Dynasty Wealth Management, LLC New York, NY May 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills, NJ Jan 2011 - May 2015 4
Dhf Capital Corp. Westfield, NJ Aug 2005 - Jan 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Brian R. Flynn
Phone Number: 212-373-1000
Registered State(s):
  • NJ
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)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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