John
Sawyer

Flagship Harbor Advisors, LLC

CRD#3260819
Investment Advisor
in Boston, MA

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About this Advisor

John Sawyer is a certified financial planner who works in Boston, Massachusetts with 13 years of relevant experience. Sawyer works at Flagship Harbor Advisors, LLC. Their career trajectory has included roles at Flagship Harbor Advisors, LLC and Lpl Financial LLC. Sawyer maintains a Series 63 license, certifying them as a securities agent, and can work in Massachusetts. Flagship Harbor Advisors, LLC is a business headquartered in Boston, MA. It has offices in 33 locations and a total of 52 people on staff. It manages $2 billion in assets among its 11,796 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 11,796 client accounts, 29% are held by high-net-worth clients who have at least $1 million in investable assets. Flagship Harbor Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types billed by Flagship Harbor Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

John Sawyer Work History

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

2010 - Present (14 years)

Flagship Harbor Advisors, LLC

2010 - Present (14 years)

Lpl Financial 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 John Sawyer 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
Adam Hogue
North Andover, MA
Christopher Sheehan
Boston, MA
Erik Jefferson
Boston, MA
Lee Pappas
Boston, MA
Barbara Maitland
Salem, MA
Kyle Hurley
Boston, MA

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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