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Daniel Patrick Flannery

PresidentBreakwall Investment Advisor LLCCRD 5350764

About Daniel Patrick Flannery

Daniel Patrick Flannery is listed as President at Breakwall Investment Advisor LLC in Port Washington, NY. Form ADV reports a beneficial ownership band of Under 5%. Daniel Patrick Flannery is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Breakwall Investment Advisor LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Patrick Flannery work?

Daniel Patrick Flannery is listed as President at Breakwall Investment Advisor LLC on SEC Form ADV.

How much of Breakwall Investment Advisor LLC does Daniel Patrick Flannery own?

Form ADV reports a beneficial ownership band of Under 5%.

Breakwall Investment Advisor LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2023

Breakwall Investment Advisor LLC

TitleLimited Partner
Ownership25-50%
Control personYes
Since2023

Breakwall Investment Advisor LLC

TitleMember
Ownership25-50%
Control personYes
Since2023