Unclaimed Profile

David Patrick Hausler

LITTLE HARBOR ADVISORS, LLC·MARBLEHEAD, Massachusetts

Clean recordLITTLE HARBOR ADVISORS, LLC

30 DOAKS LANE, MARBLEHEAD, MA 01945CRD# 4192872Firm CRD# 168700

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Patrick Hausler · MARBLEHEAD, MA

Registration

CRD #4192872 · LITTLE HARBOR ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LITTLE HARBOR ADVISORS, LLC

AUM

$205M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LITTLE HARBOR ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Other: MODEL DELIVERY FEES.

Regulatory

SEC/IARD CRD# 4192872

Firm CRD# 168700

View on FINRA BrokerCheck →

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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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