Unclaimed
Brian Edward Hanley is an investment advisor representative with Blackrock Financial Management, Inc.. Brian has been in the industry since 1999 and has held registrations in several states including Massachusetts, New York, New Jersey and Delaware. Brian has a strong background in providing investment advice and portfolio management services to a variety of clients including high-net-worth individuals, corporations, institutions, and pooled investment vehicles. Brian has a passion for working with youth sports and also serves as a youth hockey referee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/03/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
MA
06/30/2005 - 09/29/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
ME
06/14/2000 - 12/31/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MA
06/25/1999 - 06/14/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 09/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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