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FLAGSHIP HARBOR ADVISORS, LLC

BOSTON, MA · CRD 155733 · IAPD ↗ · flagshipharborsouthshore.com · (857) 350-4229

$3.42BRegulatory AUM
57Advisory reps
61Employees
22Clients
More than 500Planning clients
0Private funds
36States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — FLAGSHIP HARBOR ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2025 — FLAGSHIP HARBOR ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — FLAGSHIP HARBOR ADVISORS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — FLAGSHIP HARBOR ADVISORS, LLC added office(s): 33 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
February 2024 — FLAGSHIP HARBOR ADVISORS, LLC reported RAUM up 27% ($1.93B -> $2.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
February 2024 — FLAGSHIP HARBOR ADVISORS, LLC grew from 52 to 58 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.