Flagship Harbor Advisors, LLC
Flagship Harbor Advisors, LLC (CRD# 155733) is a financial advisory firm headquartered in Boston, MA. They manage $2,448,936,619 in 12,625 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,449MILLION
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Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
Scott Mondeau (CRD# 2208366) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Bridgewater, MA and has over 32 years of experience in the finance industry.
Daniel Moran (CRD# 4602692) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 21 years of experience in the finance industry.
Matthew Morrow (CRD# 4012402) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 24 years of experience in the finance industry.
Gregory Munroe (CRD# 2282929) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 31 years of experience in the finance industry.
Lee Pappas (CRD# 2572405) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 15 years of experience in the finance industry.
Daniel Parker (CRD# 4563946) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 19 years of experience in the finance industry.
James Pierotti (CRD# 4963159) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Norwell, MA and has over 18 years of experience in the finance industry.
Gregory Prayzner (CRD# 4837609) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Michael Sanchez (CRD# 5149454) 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.
John Sawyer (CRD# 3260819) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 24 years of experience in the finance industry.