AdFi
MD

Michael Daniel Flaherty

Investment Adviser Representative at CANBY FINANCIAL ADVISORS

Framingham, MACRD #2963882Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/19/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 12/3/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/6/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/25/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Up to $1,000,0001.00%
$1,000,000 to $2,000,0000.90%
$2,000,000 to $3,000,0000.80%
$3,000,000 to $4,000,0000.70%
$4,000,000 to $5,000,0000.60%
$5,000,000 to $7,500,0000.50%
$7,500,000 to $10,000,0000.45%
$10,000,000 to $12,500,0000.40%
$12,500,000 to $15,000,0000.35%
$15,000,000 to $20,000,0000.30%
$20,000,000 and above0.25%
Source

Canby Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CANBY FINANCIAL ADVISORSCurrent
2/11/2026Framingham, MA
COMMONWEALTH FINANCIAL NETWORK
11/2/20122/2/2026Framingham, MA
CANBY FINANCIAL ADVISORS
10/23/20125/11/2022Framingham, MA
ING FINANCIAL ADVISERS, LLC
2/18/20053/17/2008Waltham, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CANBY FINANCIAL ADVISORS

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View CANBY FINANCIAL ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Daniel Flaherty has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Daniel Flaherty - Financial Advisor in Framingham, MA | AdvisorFinder