Michael Flaherty has been an investment adviser representative at Canby Financial Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Michael Flaherty holds a BA in Accounting from St. Anselm College.
Canby Financial Advisors, LLC is a Framingham, MA firm with $729M under management, 382 clients and 5 advisers in one office, as of its September 2026 filing.
Michael Flaherty is Senior Financial Advisor of Canby Financial Advisors. His role is to strengthen relationships with some of the firm's largest and long-tenured clients. Before Canby, he worked at ING Financial Advisors, helping participants and plan sponsors manage their retirement needs.
Michael Flaherty’s longest registration was 13 years at Commonwealth Financial Network (2012–2026). Before joining Canby Financial Advisors in 2026, Michael Flaherty was registered through Commonwealth Financial Network and Canby Financial Advisors.
- Canby Financial AdvisorsCurrent– present · under a yearFramingham, MA · Adviser representative · Firm CRD 338797
- Commonwealth Financial Network– · 13 yearsFramingham, MA · Adviser representative · Firm CRD 8032
- Canby Financial Advisors– · 9 yearsFramingham, MA · Adviser representative · Firm CRD 125192
- Ing Financial Advisers, LLC– · 3 yearsWaltham, MA · Adviser representative · Firm CRD 34815
Professional designations
Listed by Canby Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Michael Flaherty is registered as an investment adviser representative in Massachusetts, since February 2026.
- MassachusettsSince 11 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2003 |
| Series 7 | General Securities Representative Examination | 6 December 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 December 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 November 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Daniel Flaherty
- CRD
- 2963882
- Firm
- Canby Financial Advisors · CRD 338797
- Office
- 161 WORCESTER ROAD, SUITE 408, Framingham, MA 01701
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- canbyfinancial.com
Where does Michael Flaherty work?
Michael Flaherty is an investment adviser representative registered through Canby Financial Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Flaherty a financial advisor?
Yes. Michael Flaherty has a current investment-adviser registration in Massachusetts, through Canby Financial Advisors since February 2026.
How many years of experience does Michael Flaherty have?
Michael Flaherty has 28 years in the financial industry, since August 1998, across 4 adviser firms.
What exams has Michael Flaherty passed?
Michael Flaherty has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 1997. FINRA credited Michael Flaherty with the SIE, which began in October 2018.
Where did Michael Flaherty work before Canby Financial Advisors?
Before Canby Financial Advisors, Michael Flaherty was registered through Commonwealth Financial Network, November 2012 to February 2026; Canby Financial Advisors (CRD 125192), October 2012 to May 2022; Ing Financial Advisers, LLC, February 2005 to March 2008.
Where is Michael Flaherty based?
Michael Flaherty’s registered office is in Framingham, MA.
Is Michael Flaherty registered with FINRA?
No. Michael Flaherty has no current broker registration.
Is Michael Flaherty a CFP?
Canby Financial Advisors lists Michael Flaherty with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Flaherty’s record?
Search CRD 2963882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Flaherty’s full registration record.
- Susan BrodnickChief Compliance Officer
Christopher BordenFinancial Advisor, Managing Partner- Christopher GullottiFinancial Advisor, Partner