Brian
Flynn
Journey Strategic Wealth LLC
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About this Advisor
Brian Flynn is a financial advisor based in Summit, New Jersey, working with Journey Strategic Wealth LLC. Brian has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Dynasty Wealth Management, LLC, Purshe Kaplan Sterling Investments, Inc, Magnus Financial Group, and Journey Strategic Wealth LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Brian is part of Journey Strategic Wealth LLC, which operates out of Summit, New Jersey. The firm has 3 offices and 23 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Journey Strategic Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$3,069,968,934
23
1,898
$1,617,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Flynn Work History
Journey Strategic Wealth LLC
Purshe Kaplan Sterling Investments, Inc
Magnus Financial Group
Dynasty Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Brian Flynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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