About

BRIAN R. FLYNN

MANAGING DIRECTOR

Brian Flynn joins Magnus with over 13 years of experience in asset management and financial advisory services for family offices, ultra-high net worth individuals and institutional clients. Brian has worked closely with clients on their diversified investment strategies, concentrated stock positions, private equity, and other alternative investments. Brian has been quoted in The Financial Times and Financial Advisor IQ. Brian currently holds and has maintained his insurance license since 2011.

Prior to joining Magnus, Brian worked at Dynasty Financial Partners where he was Vice President and part of the internal investment advisory team. Brian was part of the team at Dynasty that was named by Financial Times to its FT 300 Top Registered Investment Advisers list in 2015 and 2017. Brian previously held positions at Merrill Lynch and DHF Capital.

Brian earned his Bachelor of Science in Finance from the Alfred Lerner College of Business and Economics at the University of Delaware, where he was a member of the varsity baseball team.

Brian resides in Summit, NJ with his wife and their two children.

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

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