James
Pierotti
Flagship Harbor Advisors, LLC
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About this Advisor
James Pierotti is a financial advisor based in Norwell, Massachusetts, working with Flagship Harbor Advisors, LLC. James has previously held positions at Cuna Brokerage Services, Inc, Lpl Financial, LLC, and Flagship Harbor Advisors, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, James is part of Flagship Harbor Advisors, LLC, which operates out of Norwell, Massachusetts. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Pierotti Work History
Lpl Financial, LLC
Flagship Harbor Advisors, LLC
Cuna Brokerage Services, Inc
Disclosures
Please visit the SEC profile of James Pierotti 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
Boston, MA
Boston, MA
Yarmouth, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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