Brian Paul Doherty
Investment adviser representative at Balanced Rock Investment Advisors
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$193.2MFirm assets
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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
Experience
14 years in the industry.
- Balanced Rock Investment AdvisorsJan 2022 to now
- Honest Asset Management LLCJan 2021 to May 2022
- Liberty Mutual InsuranceSep 2017 to Dec 2021
- UnemployedMay 2017 to Aug 2017
- State Street BankDec 2014 to Apr 2017
- StudentJan 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, MA, TX).
Balanced Rock Investment Advisors
Legal name: Balanced Rock Investment Advisors LLC
$193.2MAssets managed
210Clients
5Advisers
3 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
- 7326163
- Firm CRD
- 157424