Daniel
Moran

Flagship Harbor Advisors, LLC

CRD#4602692
Investment Advisor
in Boston, MA

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About this Advisor

Daniel Moran is a certified financial planner who works in Boston, Massachusetts who has 10 years of relevant experience. Moran is currently employed by Flagship Harbor Advisors, LLC. Throughout their career, they have worked at Lpl Financial LLC, Ubs Financial Services Inc and Flagship Harbor Advisors, LLC. Moran holds Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Massachusetts and Texas. Flagship Harbor Advisors, LLC is an advisory company that has its headquarters in Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 employees. It has $2 billion in total assets between its 11,796 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 11,796 accounts, 29% are associated with high-net-worth investors who have greater than $1 million in assets. Flagship Harbor Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on the financial services offered. However, fees billed by Flagship Harbor Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

346 Commercial Street
Boston, MA 02109

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,928,860,764

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

52

MA Average: 118
Total Number of Accounts

11,796

MA Average: 4,567
Average Account Size

$163,518

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Moran Work History

Daniel has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

Flagship Harbor Advisors, LLC

2007 - 2013 (6 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Moran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Flagship Harbor Advisors, LLC

Irina Andreasen
Hampton, NH
Nancy Andrew
Boston, MA
Lee Pappas
Boston, MA
Barbara Maitland
Salem, MA
Christopher Sheehan
Boston, MA
Erik Jefferson
Boston, MA
Adam Hogue
North Andover, MA
Thomas Shepard
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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