Scott
Mondeau

Flagship Harbor Advisors, LLC

CRD#2208366
Investment Advisor
in Bridgewater, MA

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About this Advisor

Scott Mondeau is a financial advisor based in Bridgewater, Massachusetts, working with Flagship Harbor Advisors, LLC. Scott has previously held positions at Flagship Harbor Advisors, LLC, Next Financial Grpu, Inc, and Lpl Financial LLC. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Scott is part of Flagship Harbor Advisors, LLC, which operates out of Bridgewater, 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

Series 63, Series 66

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

Bridgewater, MA

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$2,448,936,619

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

58

MA Average: 118
Total Number of Accounts

12,625

MA Average: 4,567
Average Account Size

$193,975

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

Scott Mondeau Work History

2022 - Present (2 years)

Flagship Harbor Advisors, LLC

2022 - Present (2 years)

Lpl Financial LLC

2005 - 2022 (17 years)

Next Financial Grpu, Inc

Disclosures

Please visit the SEC profile of Scott Mondeau 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

Kyle Hurley
Boston, MA
Steven Bruce
Boston, MA
Kelsey Strait
Boston, MA
Dwayne Hall
Boston, MA
Nathan Waller
Yarmouth, ME
Daria Grady
Boston, MA
Irina Andreasen
Hampton, NH
Timothy Wyand
Yarmouth, ME

The content in this profile was updated by SmartAsset on 6/19/2024. 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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