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Daniel Maclay Flannery

Balanced Rock Investment Advisors

Roslindale, MA

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Current Employers
Balanced Rock Investment Advisors

4238 Washington Street Suite 311, Roslindale, MA 02131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-11
LA RA APPROVED 2022-04-04
TX RA APPROVED_RES 2020-05-20
MA RA APPROVED 2011-09-22
  • CA RA
    APPROVED
    Since 2022-07-11
  • LA RA
    APPROVED
    Since 2022-04-04
  • TX RA
    APPROVED_RES
    Since 2020-05-20
  • MA RA
    APPROVED
    Since 2011-09-22

Branch Locations

4238 Washington Street Suite 311, Roslindale, MA 02131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balanced Rock Investment Advisors, Llc Roslindale MA 03/2011 Present
  • 03/2011 → Present
    Balanced Rock Investment Advisors, Llc
    Roslindale, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-23
  • S65 Uniform Investment Adviser Law Examination
    2009-01-23
Designations

View on SEC IAPD

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