Erinn D. Flanagan
Professional summary
Erinn Duffy Flanagan, who also goes by Erinn E Duffy, Erinn Elizabeth Duffy, is a registered financial advisor currently at FLANAGAN FINANCIAL MANAGEMENT located in Norwich, New York.
Erinn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Erinn has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erinn Duffy Flanagan's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2021 - Present
FLANAGAN FINANCIAL MANAGEMENT
December 18, 2000 - December 31, 2025
LEIGH BALDWIN & CO., LLC
April 20, 1995 - December 13, 1999
FRED ALGER & COMPANY, LLC
April 7, 1994 - April 12, 1994
UBS FINANCIAL SERVICES INC.
April 7, 1994 - April 25, 1995
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/24/2021)
Exams
Current Firm
FLANAGAN FINANCIAL MANAGEMENT
CRD#: 167486 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 24,139,425 |
Red Flags
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