Laura Marie Daniels
Investment adviser representative at Balanced Rock Investment Advisors
27 yearsExperience
2 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
27 years in the industry.
- Balanced Rock Investment AdvisorsFeb 2018 to now
- Laura Daniels AcupunctureOct 1999 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
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
- 7337470
- Firm CRD
- 157424