Quentin
Climer
Flagship Harbor Advisors, LLC
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About this Advisor
Quentin Climer is a financial advisor who works in Boston, Massachusetts with 8 years of relevant experience. Climer is currently employed by Flagship Harbor Advisors, LLC. Over the course of their career, Climer has held roles at Sunamerica, Aig Capital Services, Inc, Lpl Financial LLC and Flagship Harbor Advisors, LLC. Climer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Texas. Flagship Harbor Advisors, LLC is an advisory company based out of Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 employees. It administers $2 billion in assets across its 11,796 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 11,796 accounts, 29% belong to high-net-worth individuals who have greater than $1 million in investable assets. Flagship Harbor Advisors, LLC provides 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 usually are based on which services are offered. Fees charged by Flagship Harbor Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$1,928,860,764
52
11,796
$163,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Quentin Climer Work History
Quentin has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Flagship Harbor Advisors, LLC
Sunamerica
Aig Capital Services, Inc
*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 Quentin Climer 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
Hampton, NH
Boston, MA
Boston, MA
Boston, MA
North Andover, MA
Boston, MA
Salem, MA
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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