David
Kaufman

Flagship Harbor Advisors, LLC

CRD#1526940
Investment Advisor
in Boston, MA

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About this Advisor

David Kaufman is a certified financial planner and chartered financial consultant based in Boston, Massachusetts who has 13 years of industry experience. Kaufman is on the advisory team at Flagship Harbor Advisors, LLC. During their career, Kaufman has held roles at Lpl Financial LLC and Flagship Harbor Advisors, LLC. Kaufman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Massachusetts. Flagship Harbor Advisors, LLC is a registered investment company headquartered in Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 financial advisors. It oversees $2 billion in assets under management among its 11,796 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 11,796 client accounts, 29% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which service is provided. Fee types billed by Flagship Harbor Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

13 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

David Kaufman Work History

David has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Lpl Financial LLC

2010 - Present (14 years)

Flagship Harbor Advisors, LLC

*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 David Kaufman 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

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

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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