Flagship Harbor Advisors, LLC

Flagship Harbor Advisors, LLC (CRD# 155733) is a financial advisory firm headquartered in Boston, MA. They manage $847,473,924 in 6,774 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    847
    MILLION
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $125,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA

Financial Advisors at Flagship Harbor Advisors, LLC
Showing 1 - 10 of 63 top financial advisors.
1
Jesse P. Bessett
CRD#: 4394649
24 Shipyard Drive, Suite 202, Hingham, MA 02043
96
Wealthminder
score

Jesse Bessett (CRD# 4394649) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Hingham, MA and has over 15 years of experience in the finance industry. Jesse Bessett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wayne J. Bradley
CRD#: 1974810
288 Littleton Road, Suite 6, Westford, MA 01866
96
Wealthminder
score

Wayne Bradley (CRD# 1974810) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Westford, MA and has over 27 years of experience in the finance industry. Wayne Bradley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert A. Brandt
CRD#: 1920079
7 Prince Place, Suite 202, Newburyport, MA 01950
96
Wealthminder
score

Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Newburyport, MA and has over 27 years of experience in the finance industry. Robert Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason R. Duguay
CRD#: 4991208
3 Allied Drive, Suite 316, Dedham, MA 02026
96
Wealthminder
score

Jason Duguay (CRD# 4991208) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Dedham, MA and has over 11 years of experience in the finance industry. Jason Duguay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andrew D. Gonski
CRD#: 3263072
2101 Lakeway Blvd., Suite 235, Lakeway, TX 78734
96
Wealthminder
score

Andrew Gonski (CRD# 3263072) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lakeway, TX and has over 17 years of experience in the finance industry. Andrew Gonski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian J. Griffith
CRD#: 4218299
346 Commercial Street, Boston, MA 02109
96
Wealthminder
score

Brian Griffith (CRD# 4218299) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 16 years of experience in the finance industry. Brian Griffith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Dwayne A. Hall, Cfp
CRD#: 4587184
346 Commercial Street, Boston, MA 02109
96
Wealthminder
score

Dwayne Hall, Cfp (CRD# 4587184) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry. Dwayne Hall, Cfp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Timothy P. Higgins
CRD#: 3262957
346 Commercial Street, Boston, MA 02109
96
Wealthminder
score

Timothy Higgins (CRD# 3262957) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry. Timothy Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher A. Joyce
CRD#: 2160210
56 Andrew Street, Lynn, MA 01901
96
Wealthminder
score

Christopher Joyce (CRD# 2160210) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lynn, MA and has over 25 years of experience in the finance industry.

10
David J. Kaufman
CRD#: 1526940
346 Commercial Street, Boston, MA 02109
96
Wealthminder
score

David Kaufman (CRD# 1526940) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 30 years of experience in the finance industry. David Kaufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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