Flagship Harbor Advisors, LLC

Flagship Harbor Advisors, LLC (CRD# 155733) is a financial advisory firm headquartered in Boston, MA. They manage $2,448,936,619 in 12,625 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
346 Commercial Street, Boston, MA 02109
http://www.kefauverfinancial.com
By the Numbers
  • Total Assets Under Management
    2,449
    MILLION
  • Total Number of Accounts
    12,625
    ACCOUNTS
  • Average Account Value
    $193,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Flagship Harbor Advisors, LLC
Showing 51 - 54 of 54 top financial advisors.
51
Kyle Hurley, financial advisor Boston MA
Kyle Hurley
CRD#: 7350813
346 Commercial Street, Boston, MA 02109

Kyle Hurley (CRD# 7350813) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 2 years of experience in the finance industry.

52
Mark Maitland, financial advisor Salem MA
Mark A. Maitland
CRD#: 6823428
11a Derby Square, Salem, MA 01970

Mark Maitland (CRD# 6823428) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Salem, MA and has over 4 years of experience in the finance industry.

53
Mark Shevlin, financial advisor Queensbury NY
Mark W. Shevlin
CRD#: 2519659
Queensbury, NY

Mark Shevlin (CRD# 2519659) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Queensbury, NY and has over 22 years of experience in the finance industry.

54
Nathan Waller, financial advisor Yarmouth ME
Nathan R. Waller
CRD#: 6339529
701 Us Route 1, Suite 4, Yarmouth, ME 04096

Nathan Waller (CRD# 6339529) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Yarmouth, ME and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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