Brian Doherty (CRD# 7326163) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balanced Rock Investment Advisors | Roslindale, MA | Jan 2022 - Current | 2 |
| Honest Asset Management LLC | Dorchester, MA | Jan 2021 - May 2022 | 1 |
| Liberty Mutual Insurance | Boston, MA | Sep 2017 - Dec 2021 | 4 |
| Unemployed | Franklin, MA | May 2017 - Aug 2017 | < 1 |
| Student | Amherst, MA | Jan 2012 - May 2017 | 5 |
| State Street Bank | Hanley, MA | Dec 2014 - Apr 2017 | 2 |
| Unemployed | Franklin, MA | Sep 2014 - Nov 2014 | < 1 |
| Addirondack Club | Franklin, MA | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CA
- LA
- MA
- TX
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts674ACCOUNTS
-
Average Account Value$204,217
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, MA, NH, TX
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