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Brian R Flynn

Journey Strategic Wealth LLC

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About Brian R Flynn

Brian R Flynn is a registered investment advisor representative with Journey Strategic Wealth LLC and a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Brian Flynn has been in the financial services industry since 2011. Brian Flynn is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, New Jersey, New York, North Carolina, and Virginia. Brian Flynn holds the Series 7 and Series 66 licenses and the SIE Exam. Brian Flynn's firm, Journey Strategic Wealth LLC, specializes in providing financial planning, portfolio management for businesses and individuals.

Firm Information

Brian Flynn is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Flynn’s Registration & Firm History

NJ

01/20/2021 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

NJ

03/18/2011 - 05/11/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

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Licenses & Designations

BOTH

Issued 04/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian R Flynn.
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