John
Sawyer

Flagship Harbor Advisors, LLC

CRD#3260819
Investment Advisor
in Boston, MA
Are you John Sawyer? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Sawyer is a certified financial planner who works out of Boston, Massachusetts. Currently a registered advisor at Flagship Harbor Advisors, LLC, they have accrued 19 years of work experience. Sawyer maintains a Series 63 license, qualifying the advisor as a securities agent. Sawyer is registered to work with customers in Massachusetts. During their career, the advisor has held roles at Flagship Harbor Advisors, LLC, Ameriprise Financial Services Inc and Lpl Financial LLC. Flagship Harbor Advisors, LLC is headquartered in Boston, Massachusetts, and has 37 brick-and-mortar locations across the country. Overall, Flagship Harbor Advisors, LLC manages $1 billion in assets throughout 8,439 client accounts and retains more than 59 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Flagship Harbor Advisors, LLC can offer 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, Certified Financial Planner

Years of Experience

19 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,316,875,079

MA Average: $16,012,751,954
Total Number of Employees

59

MA Average: 118
Total Number of Accounts

8,439

MA Average: 4,567
Average Account Size

$156,046

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

John Sawyer Work History

John has 19 years of experience.

2010 - Present (9 years)

Flagship Harbor Advisors, LLC

2010 - Present (9 years)

Lpl Financial LLC

1999 - 2010 (11 years)

Ameriprise Financial Services Inc

Disclosures

John Sawyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started