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).

By the Numbers
  • Total Assets Under Management
    2,449
    MILLION
  • Total Number of Accounts
    12,625
    ACCOUNTS
  • Average Account Value
    $193,975
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Flagship Harbor Advisors, LLC
Showing 41 - 50 of 54 top financial advisors.
41
Christopher M. Sheehan
CRD#: 4009123
346 Commercial Street, Boston, MA 02109

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.

42
Thomas O. Shepard
CRD#: 2786981
346 Commercial Street, Boston, MA 02109

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.

43
Kevin M. Smith
CRD#: 4316367
346 Commercial Street, Boston, MA 02109

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.

44
Jason Taylor
CRD#: 5686395
Lincoln, RI

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.

45
Robert M. Thorne
CRD#: 2163929
346 Commercial Street, Boston, MA 02109

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.

46
Joshua J. Topp
CRD#: 5311903
346 Commercial Street, Boston, MA 02109

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.

47
Thomas M. Williams
CRD#: 2515270
24 Shipyard Drive, Suite 201, Hingham, MA 02043

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.

48
Timothy B. Wyand
CRD#: 4835214
701 Us Route 1, Unit 4, Yarmouth, ME 04096

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.

49
Steven B. Bruce
CRD#: 2310778
346 Commercial Street, Boston, MA 02109

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.

50
Daria R. Grady
CRD#: 6382115
346 Commercial Street, Boston, MA 02109

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.

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