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 whose office is in Boston, Massachusetts. Currently an advisor with Flagship Harbor Advisors, LLC, Moran has 12 years of experience in the financial advisory industry. Moran maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Moran is registered to act as a financial advisor in Massachusetts and Texas. Throughout their career, Moran has worked at Ubs Financial Services Inc, Lpl Financial LLC and Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is headquartered in Boston, Massachusetts, and has 31 additional locations in the country. In total, Flagship Harbor Advisors, LLC oversees $1 billion in assets dispersed across 9,590 client accounts and retains more than 54 people. The firm's total assets under management makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Flagship Harbor Advisors, LLC can provide 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 63, Series 66, Certified Financial Planner

Years of Experience

13 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

Daniel Moran Work History

Daniel has 13 years of experience.

2013 - Present (7 years)

Lpl Financial LLC

2013 - Present (7 years)

Flagship Harbor Advisors, LLC

2007 - 2013 (6 years)

Ubs Financial Services Inc

Disclosures

Daniel Moran has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Flagship Harbor Advisors, LLC

James Pierotti
Norwell, MA
Thomas Williams
Hingham, MA
Jesse Bessett
Hingham, MA
Jason Taylor
Lincoln, RI
Jefferson Jones
Falmouth, MA
Jason Duguay
Boston, MA
Joshua Topp
Boston, MA
Kevin Smith
North Andover, MA

This content was compiled from the SEC and FINRA.

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