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David Patrick Hausler

LITTLE HARBOR ADVISORS, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
30 DOAKS LANE, MARBLEHEAD, MA 01945CRD# 4192872Firm CRD# 168700
01

About

David Patrick Hausler is a registered financial advisor based in MARBLEHEAD, Massachusetts, affiliated with LITTLE HARBOR ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LITTLE HARBOR ADVISORS, LLC
LITTLE HARBOR ADVISORS, LLC
AUM
$205M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LITTLE HARBOR ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: MODEL DELIVERY FEES.
Regulatory
SEC/IARD CRD# 4192872
Firm CRD# 168700
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Patrick Hausler offer?
David Patrick Hausler specializes in Investment Management, Retirement Planning. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are David Patrick Hausler's credentials?
David Patrick Hausler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Patrick Hausler located?
David Patrick Hausler is based in MARBLEHEAD, Massachusetts, working with LITTLE HARBOR ADVISORS, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does David Patrick Hausler charge for services?
David Patrick Hausler's firm is compensated through percentage of aum, other: model delivery fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLE HARBOR ADVISORS, LLC?
LITTLE HARBOR ADVISORS, LLC has approximately 14 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARBLEHEAD
Alexander Schweickhardt — LITTLE HARBOR ADVISORS, LLCRobert Charles Barringer — MOODY ALDRICH PARTNERS, LLCScott Michael Spangler — MOODY ALDRICH PARTNERS, LLCJoseph Francis Stowell Iii — HARVEST FUNDS MANAGEMENT, LLCRichard Joseph Bonzagni — MOODY ALDRICH PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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