Brian FlynnCRD 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 6 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jun 2015 - Current||2|
|Dynasty Wealth Management, LLC||New York, NY||May 2015 - Current||2|
|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|
Total Assets Under Management1,731MILLIONS
Total Number of Accounts164ACCOUNTS
Average Account Value$10,556,740
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CT, NJ, NY
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