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 who works out of Boston, Massachusetts, who has been in the industry for 32 years. Kaufman is an employee of Flagship Harbor Advisors, LLC. The advisor has gained experience at Flagship Harbor Advisors, LLC, American Express Financial Advisors Inc and Lpl Financial LLC. Kaufman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Massachusetts. Flagship Harbor Advisors, LLC is a registered investment firm based in Boston, Massachusetts. The firm has offices in 37 locations and a total of 59 financial advisors. It handles $1 billion in assets under management across its 8,439 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 8,439 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a broad range 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 charged by financial advisors largely are based on the services. Fee types billed by Flagship Harbor Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

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

Years of Experience

32 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 32 years of experience.

2010 - Present (9 years)

Flagship Harbor Advisors, LLC

2010 - Present (9 years)

Lpl Financial LLC

1986 - 2010 (24 years)

American Express Financial Advisors Inc

Disclosures

David Kaufman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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