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FLAGSHIP PRIVATE WEALTH, LLC
FLAGSHIP PRIVATE WEALTH, LLC
FLAGSHIP PRIVATE WEALTH
WOBURN, Massachusetts
·
3 registered advisors
·
CRD# 175277
SEC# 801-108301
0
(781) 756-0090
01
Firm Overview
AUM
$314M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FLAGSHIP PRIVATE WEALTH, LLC
3 registered advisors
Elizabeth Auger Johnson
WOBURN, Massachusetts
CRD# 2660647
Karl Jay Warner
WOBURN, Massachusetts
CRD# 2199825
Ronald John Giunta
WOBURN, Massachusetts
CRD# 2726796
05
Office Locations
WOBURN, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. FLAGSHIP PRIVATE WEALTH, LLC (CRD# 175277) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.