Steven
Bruce
Flagship Harbor Advisors, LLC
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About this Advisor
Steven Bruce is a financial advisor based in Boston, Massachusetts, working with Flagship Harbor Advisors, LLC. Steven has previously held positions at Flagship Harbor Advisors, Lpl Financial LLC, Fs2 Capital Partners, LLC, and Sanford C. Bernstein And Co, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Steven is part of Flagship Harbor Advisors, LLC, which operates out of Boston, 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
Steven Bruce Work History
Flagship Harbor Advisors
Lpl Financial LLC
Sanford C. Bernstein And Co, LLC
Fs2 Capital Partners, LLC
Disclosures
Please visit the SEC profile of Steven Bruce 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
Boston, MA
Yarmouth, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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