Flagship Harbor Advisors LLC
Legal Name: FLAGSHIP HARBOR ADVISORS, LLC
Full Contact Details
Flagship Harbor Advisors LLC
346 COMMERCIAL STREET, BOSTON, MA
(857) 350-4229
(617) 224-0870
Other Info
Flagship Harbor Advisors LLC, legally known as FLAGSHIP HARBOR ADVISORS, LLC, is a Massachusetts Limited Liability Company with 54 employees, all of whom are in advisory roles, and 61 clients. The firm has been approved by the U.S. Securities and Exchange Commission with a registration date of December 8, 2010.
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Flagship Harbor Advisors
Our firm was created by advisors for advisors who aim to provide the finest quality financial advice. We provide a better network to support their clients. Our clients are our top priority. We guide and support our advisors and our clients to navigate an increasingly complex financial landscape.
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LAURENZ FINANCIAL Rod Laurenz, MBA : Flagship Harbor Advisors
Our firm was created by advisors for advisors who aim to provide the finest quality financial advice. We provide a better network to support their clients. Our clients are our top priority. We guide and support our advisors and our clients to navigate an increasingly complex financial landscape.
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Home What We Do Who We Are Partners Disclosures Meet with Us Latest FINRA BrokerCheck Log In shepard FINANCIAL Home What We Do Who We Are Partners Disclosures Meet with Us Latest FINRA BrokerCheck Log In Evolve with your Money™ We are committed to a holistic-approach of helping clients understand …
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Account View|Contact Us|Blog MENU HomeAbout Us AboutThe TrestleBridge DifferenceOur ApproachMeet Our TeamServices Investment ManagementFinancial PlanningClient Center AccountViewResourcesContact Us Slide 1 Sophisticated Money Management for Your Financial Independence Learn More Slide 2 Unique…
Direct Owners
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DAVID JAY KAUFMAN
MANAGING MEMBER / CHIEF EXECUTIVE OFFICER owns 75% or more
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JOHN PORTER SAWYER
CHIEF COMPLIANCE OFFICER owns less than 5%
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News
- Navigating the Waves of Change: How Flagship Harbor Advisors, LLC Adapted Its Strategies in 2024
- Flagship Harbor Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Flagship Harbor Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Flagship Harbor Advisors, LLC Q1 2023 vs. Q2 2023: A Detailed Analysis of 13F Holdings
- Flagship Harbor Advisors, LLC Q4 2022 vs. Q1 2023: Analyzing Top Stock Holdings and Changes