Brian Flynn
Advisor at Journey Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Journey Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summit, NJ 07901
Credentials
Series 66
Industry experience
14 years
Brian Flynn is an investment advisor representative with Journey Strategic Wealth LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Magnus Financial Group, Dynasty Wealth Management, and Purshe Kaplan Sterling Investments, where he is also registered as a representative. In addition to his advisory work, he operates as an independent insurance broker on a limited basis. Journey Strategic Wealth LLC provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a primarily long-term investment approach that combines fundamental and technical analysis with strategic asset allocation and portfolio construction. The firm manages approximately $3.76 billion in assets across a 20-advisor team and offers both discretionary portfolio management and financial planning.
Initial financial plan fees up to $10,000 based on scope and complexity.
$0+: 1.75% annually +: 0.30% annually
Up to $500 per hour for targeted planning engagements.
Ongoing financial planning fees billed quarterly up to $1,000.
47 Maple Street, Suite 104
Summit, NJ 07901
Florida · New Jersey · New York
Journey Strategic Wealth LLC
2020 - Present (6 years)
Magnus Financial Group
2018 - 2020 (2 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2015 - Present (11 years)
Dynasty Wealth Management, LLC
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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