Collaborative Financial Solutions LLC

Collaborative Financial Solutions LLC (CRD# 312627) is a financial advisory firm headquartered in Brookline, MA. They manage $15,300,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
233 Harvard Street, #201, Brookline, MA 02446
https://collaboratefs.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $170,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Collaborative Financial Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig Harsfield, financial advisor Brookline MA
Craig H. Harsfield
CRD#: 4476167
233 Harvard Street, #201, Brookline, MA 02446

Craig Harsfield (CRD# 4476167) is an Investment Advisor Representative working at Collaborative Financial Solutions LLC in Brookline, MA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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