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
Christopher Sheehan (CRD# 4009123) 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.
Thomas Shepard (CRD# 2786981) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 27 years of experience in the finance industry.
Kevin Smith (CRD# 4316367) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 23 years of experience in the finance industry.
Jason Taylor (CRD# 5686395) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lincoln, RI and has over 14 years of experience in the finance industry.
Robert Thorne (CRD# 2163929) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 32 years of experience in the finance industry.
Joshua Topp (CRD# 5311903) 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.
Thomas Williams (CRD# 2515270) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Hingham, MA and has over 29 years of experience in the finance industry.
Timothy Wyand (CRD# 4835214) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Yarmouth, ME and has over 19 years of experience in the finance industry.
Steven Bruce (CRD# 2310778) 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.
Daria Grady (CRD# 6382115) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.