Michael D. Flaherty

CANBY FINANCIAL ADVISORS

FRAMINGHAM, MA 01701

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CRD#: 2963882

Professional summary

Michael Daniel Flaherty, CFP® is a registered financial advisor currently at CANBY FINANCIAL ADVISORS located in Framingham, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Daniel Flaherty's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 11, 2026 - Present

CANBY FINANCIAL ADVISORS

Office #1: 161 Worcester Road Suite 408, Framingham, MA 01701

RIA

CRD#: 338797

FRAMINGHAM, MA

Past

November 2, 2012 - February 2, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FRAMINGHAM, MA

Past

October 23, 2012 - May 11, 2022

CANBY FINANCIAL ADVISORS

RIA

CRD#: 125192

FRAMINGHAM, MA

Past

October 28, 2008 - February 2, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FRAMINGHAM, MA

Past

February 18, 2005 - March 17, 2008

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

WALTHAM, MA

Past

June 15, 2000 - March 17, 2008

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WALTHAM, MA

Past

November 26, 1997 - April 28, 2000

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CANBY FINANCIAL ADVISORS

CANBY FINANCIAL ADVISORS | CANBY FINANCIAL ADVISORS, LLC

CRD#: 338797 / SEC#: 801-134723

RIA

Registered Investment Advisory firm - (11/19/2025 120-Day Approval)

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Contact information

Main Address

161 Worcester Road Suite 408, Framingham, MA 01701

Mailing Address

Phone number

(508) 598-1082

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CANBY FINANCIAL ADVISORS ADV PART 2A 10-2025 (10/9/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael D. Flaherty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Daniel Flaherty's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

CANBY FINANCIAL ADVISORS

COMMONWEALTH FINANCIAL NETWORK

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

CITISTREET EQUITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2003

Series 63

Date: 12/3/1997

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2002

Series 6

Date: 11/25/1997

Current Firm

CANBY FINANCIAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CANBY FINANCIAL ADVISORS

TRUST BUT VERIFY

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