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FLAGSHIP HARBOR ADVISORS, LLC
FLAGSHIP HARBOR ADVISORS, LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 155733
SEC# 801-71997
36
(857) 350-4229
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
58
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FLAGSHIP HARBOR ADVISORS, LLC
2 registered advisors
David Jay Kaufman
BOSTON, Massachusetts
CRD# 1526940
John Porter Sawyer
BOSTON, Massachusetts
CRD# 3260819
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. FLAGSHIP HARBOR ADVISORS, LLC (CRD# 155733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.