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David Jay Kaufman

FLAGSHIP HARBOR ADVISORS, LLC·BOSTON, Massachusetts
Unclaimed Profile
346 COMMERCIAL STREET, BOSTON, MA 02109CRD# 1526940Firm CRD# 155733
01

About

David Jay Kaufman is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FLAGSHIP HARBOR ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FLAGSHIP HARBOR ADVISORS, LLC
FLAGSHIP HARBOR ADVISORS, LLC
AUM
$2.4B
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at FLAGSHIP HARBOR ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1526940
Firm CRD# 155733
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jay Kaufman offer?
David Jay Kaufman specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Jay Kaufman's credentials?
David Jay Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jay Kaufman located?
David Jay Kaufman is based in BOSTON, Massachusetts, working with FLAGSHIP HARBOR ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Jay Kaufman charge for services?
David Jay Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLAGSHIP HARBOR ADVISORS, LLC?
FLAGSHIP HARBOR ADVISORS, LLC has approximately 58 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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