Flagship Harbor Advisors, LLC
Boston, MA·SEC-registered · CRD #155733
Flagship Harbor Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA managing $3.4B across 13k client accounts, with 57 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
13k
Advisory staff
57
Fee model
Fee-based
How Flagship Harbor Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Flagship Harbor Advisors, LLC
How much does Flagship Harbor Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/21/2026), Flagship Harbor Advisors, LLC reports $3.4B in regulatory assets under management across roughly 13k client accounts.
How does Flagship Harbor Advisors, LLC charge?
Flagship Harbor Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Flagship Harbor Advisors, LLC a fiduciary?
Yes. Flagship Harbor Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #155733), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Flagship Harbor Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Flagship Harbor Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Flagship Harbor Advisors, LLC's public SEC Form ADV filing (CRD #155733, filed 05/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Flagship Harbor Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Flagship Harbor Advisors, LLC? Claim this profile.