Daniel J. Flanagan
EVERSOURCE WEALTH ADVISORS
Burlington, MA 01803
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CRD#: 4573440
Professional summary
Daniel Joseph Flanagan, CFP® is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Burlington, Massachusetts.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
1) Part Owner Of Canby Financial Advisors, LLC, Entity Created To Facilitate Securities, Advisory, And Insurance Business, as of 04/01/2016, Investment Related And Conducted From Branch Location.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Flanagan's 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®
Start date: 2002
Experience
Current
August 25, 2025 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 1500 District Avenue Suite 2068, Burlington, MA 01803RIA
CRD#: 286340
Burlington, MA
Past
June 18, 2015 - May 11, 2022
CANBY FINANCIAL ADVISORS
RIA
CRD#: 125192
FRAMINGHAM, MA
Past
May 20, 2015 - August 25, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
FRAMINGHAM, MA
Past
May 18, 2015 - August 25, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
FRAMINGHAM, MA
Past
January 7, 2010 - June 12, 2015
LEXINGTON WEALTH MANAGEMENT, INC.
RIA
CRD#: 135507
LEXINGTON, MA
Past
January 3, 2005 - May 3, 2010
CALIBRE ADVISORY SERVICES INC.
RIA
CRD#: 133333
WALTHAM, MA
Past
March 7, 2002 - December 16, 2004
TANAGER FINANCIAL SERVICES INC
RIA
CRD#: 106270
WALTHAM, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)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(8/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Company Information
EVERSOURCE WEALTH ADVISORS, LLC
CRD#: 286340Burlington, MA 01803TRUST BUT VERIFY
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