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Laura Marie Daniels

Balanced Rock Investment Advisors

Roslindale, MA

CRD 7337470

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Employer firm

Balanced Rock Investment Advisors CRD 157424

$193M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Balanced Rock Investment Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-16
MA RA APPROVED 2021-03-22
  • CA RA
    APPROVED
    Since 2022-11-16
  • MA RA
    APPROVED
    Since 2021-03-22

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 Roslindale MA 02/2018 Present
Laura Daniels Acupuncture Roslindale MA 10/1999 09/2022
Balanced Rock Investment Advisors Roslindale MA 02/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GILBERT INVESTMENT MANAGEMENT

Nearby Investors

DANIEL MACLAY FLANNERY
ASHLEY ELIZABETH MURRAY
Brian Paul Doherty

Nearby Offices

EAGLE STRATEGIES LLC · BOSTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BOSTON, MA
GILBERT INVESTMENT MANAGEMENT · BOSTON, MA

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