Brian
Griffith

Flagship Harbor Advisors, LLC

CRD#4218299
Investment Advisor
in Boston, MA

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About this Advisor

Brian Griffith is a certified financial planner who works out of Boston, Massachusetts. Currently a registered financial advisor at Flagship Harbor Advisors, LLC, Griffith has 19 years of work experience in the financial advisory industry. Griffith has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Griffith is able to advise investors based out of Massachusetts. During their career, the advisor has held roles at Flagship Harbor Advisors, LLC, American Express Financial Advisors Inc and Lpl Financial, LLC. Flagship Harbor Advisors, LLC is based out of Boston, Massachusetts, and has 31 other offices in the country. As a company, Flagship Harbor Advisors, LLC manages $1 billion in assets covering 9,590 accounts and retains more than 54 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Flagship Harbor Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

346 Commercial Street
Boston, MA 02109

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,395,390,981

MA Average: $16,012,751,954
Total Number of Employees

54

MA Average: 118
Total Number of Accounts

9,590

MA Average: 4,567
Average Account Size

$145,505

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Griffith Work History

Brian has 20 years of experience.

2010 - Present (10 years)

Flagship Harbor Advisors, LLC

2010 - Present (10 years)

Lpl Financial, LLC

2000 - 2010 (10 years)

American Express Financial Advisors Inc

Disclosures

Brian Griffith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Flagship Harbor Advisors, LLC

Thomas Williams
Hingham, MA
Edward Marinucci
Hingham, MA
Adam Bateman
Boston, MA
Michael Krasco
Boston, MA
Jonathan Coughlin
Boston, MA
Jesse Bessett
Hingham, MA
Irina Andreasen
Hampton, NH

This content was compiled from the SEC and FINRA.

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