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Brian Paul Doherty is a financial advisor professional located in Roslindale, MA. They specialize in financial advisory.
Brian Paul Doherty - Balanced Rock Investment Advisors holds an active professional license (FINRA CRD) for your protection.
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Brian Paul Doherty operates Balanced Rock Investment Advisors in Roslindale, Massachusetts. As a financial advisor, he works with clients on investment strategy and wealth management. He holds a FINRA CRD license (number 7326163), which registers him with the Financial Industry Regulatory Authority. This credential demonstrates his standing within the regulated investment advisory industry and his compliance with federal securities standards.
Brian Paul Doherty's FINRA CRD license indicates he is registered with the Financial Industry Regulatory Authority, the regulatory body overseeing securities brokers and investment advisors. This registration means he operates under FINRA's rules and oversight, which govern conduct, sales practices, and advertising in the investment industry. The CRD (Central Registration Depository) system maintains his disciplinary history and registration details, accessible to the public. This credential signals that he meets baseline requirements for offering investment advice and securities-related services to clients.