Bryan Charles Duffy
Investment adviser representative at The Ameriflex Group
11 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- The Ameriflex GroupMar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Kestra Advisory Services, LLCFeb 2023 to Mar 2026
- Kestra Investment Services, LLCFeb 2023 to Mar 2026
- Cetera Investment Advisers LLCJan 2022 to Jan 2023
- Peller Wealth Management - dba for InvestmentsSep 2020 to Jan 2023
- Cetera Financial Specialists LLCSep 2019 to Jan 2023
- HomemakerNov 2017 to Sep 2019
- Total Financial Advisors, LLCOct 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449366
- Firm CRD
- 305585