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 out of Boston, Massachusetts, who has been in the industry for 11 years. Moran currently works for Flagship Harbor Advisors, LLC. During their career, Moran has held roles at Lpl Financial LLC, Ubs Financial Services Inc and Flagship Harbor Advisors, LLC. Moran holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in Massachusetts. Flagship Harbor Advisors, LLC is a business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 37 locations and a total of 59 people on staff. It administers $1 billion in assets under management across its 8,439 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 8,439 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types charged by Flagship Harbor Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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 11 years of experience.

2013 - Present (6 years)

Lpl Financial LLC

2013 - Present (6 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.

This content was compiled from the SEC and FINRA.

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