Dennis Brawley
Advisor at Boldin Advisors
Updated today
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.
Firm
Boldin Advisors
Location
Johnstown, PA
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Client services
Financial planning
Fee options
Fixed engagement fees range up to $6,000.
Hourly fees range from $300 to $475 per hour.
Account minimum: Boldin Advisors generally does not impose a minimum relationship size. Fee-only: Ongoing engagement fees up to $6,000 annually; Fixed engagement fees up to $6,000; Hourly fees range from $300 to $475 per hour.
Work history
NewRetirement Advisors LLC DBA Boldin Advisors
2025 - Present (1 year)
UnEmployed
2024 - 2025 (1 year)
WELLS FARGO Advisors
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Richard W
Series 65, Series 66
Johnstown, PA
Merrill
Richard Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment advice to clients, helping them manage and grow their wealth. He holds the Personal Investment Advisor (PIA) designation, reflecting his expertise in personal investment strategies. Richard earned his bachelor's degree from St Francis University. No additional personal interests or community involvement information has been provided.
Shane D
Series 63, Series 65
Johnstown, PA
Merrill
Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.
Kathleen W
Series 66
Johnstown, PA
Edward Jones
Thomas C
Series 63
Ebensburg, PA
Aspire Financial, Inc.
William M
Series 63
Ebensburg, PA
Aspire Financial, Inc.
Patrick L
Series 63
Ebensburg, PA
Aspire Financial, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")