Breakwater Financial, LLC
Breakwater Financial, LLC (CRD# 282401) is a financial advisory firm headquartered in Boston, MA. They manage $48,473,380 in 245 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts245ACCOUNTS
Average Account Value$197,851
- 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
MA, NH, TX
Daniel Ringer (CRD# 5256318) is an Investment Advisor Representative working at Breakwater Financial, LLC in Boston, MA and has over 11 years of experience in the finance industry. Daniel Ringer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.