Flagship Private Wealth

Flagship Private Wealth (CRD# 175277) is a financial advisory firm headquartered in Woburn, MA. They manage $313,861,695 in 951 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
400 Trade Center - Suite 4990, Woburn, MA 01801
https://twitter.com/flagshippw
By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $330,033
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NH, NY, PA, TX

Financial Advisors at Flagship Private Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Ronald Giunta, financial advisor Woburn MA
Ronald J. Giunta
CRD#: 2726796
400 Trade Center - Suite 4990, Woburn, MA 01801

Ronald Giunta (CRD# 2726796) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 28 years of experience in the finance industry.

2
Giana Hebert, financial advisor Woburn MA
Giana C. Hebert
CRD#: 5841873
400 Trade Center - Suite 4990, Woburn, MA 01801

Giana Hebert (CRD# 5841873) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 12 years of experience in the finance industry.

3
Elizabeth Johnson, financial advisor Woburn MA
Elizabeth A. Johnson
CRD#: 2660647
400 Trade Center - Suite 4990, Woburn, MA 01801

Elizabeth Johnson (CRD# 2660647) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 28 years of experience in the finance industry.

4
Karl Warner, financial advisor Woburn MA
Karl J. Warner
CRD#: 2199825
400 Trade Center - Suite 4990, Woburn, MA 01801

Karl Warner (CRD# 2199825) is an Investment Advisor Representative working at Flagship Private Wealth in Woburn, MA and has over 32 years of experience in the finance industry.

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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