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 located in Boston, Massachusetts. Currently an investment advisor at Flagship Harbor Advisors, LLC, Kaufman has an impressive 33 years of experience in the financial advisory industry. Kaufman has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Kaufman is able to work with clients based out of Florida and Massachusetts. During their career, Kaufman has held roles at American Express Financial Advisors Inc, Lpl Financial LLC and Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is headquartered in Boston, Massachusetts, and operates out of 31 brick-and-mortar locations across the nation. In total, Flagship Harbor Advisors, LLC oversees $1 billion in assets across 9,590 accounts and employs more than 54 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

34 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

David Kaufman Work History

David has 34 years of experience.

2010 - Present (10 years)

Lpl Financial LLC

2010 - Present (10 years)

Flagship Harbor Advisors, LLC

1986 - 2010 (24 years)

American Express Financial Advisors Inc

Disclosures

David Kaufman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Flagship Harbor Advisors, LLC

Jonathan Coughlin
Boston, MA
Jesse Bessett
Hingham, MA
James Pierotti
Norwell, MA
Jason Duguay
Boston, MA
Kevin Smith
North Andover, MA
Jefferson Jones
Falmouth, MA
Michael Krasco
Boston, MA

This content was compiled from the SEC and FINRA.

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