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David Patrick Hausler

LITTLE HARBOR ADVISORS, LLC·MARBLEHEAD, Massachusetts
Series 14, Series 28Clean 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
01

Registrations & Exams

FINRA examinations passed
Series 14
Series 28
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LITTLE HARBOR ADVISORS, LLC
CRD 168700 · SEC 801-78486
AUM
$205M
Regulatory assets under management
Employees
14
5 client accounts
Services offered by LITTLE HARBOR ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at LITTLE HARBOR ADVISORS, LLC →
Introduction

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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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MARBLEHEAD, MA

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Nearby cities in Massachusetts
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Research
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