Steven
Bruce
Flagship Harbor Advisors, LLC
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About this Advisor
Steven Bruce is a financial advisor based in Plymouth, Massachusetts, working with Flagship Harbor Advisors, LLC. Steven has previously worked at Fs2 Capital Partners, LLC, Sanford C. Bernstein And Co, LLC, Lpl Financial LLC, and Flagship Harbor Advisors. 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 in Plymouth, Massachusetts. The firm has 36 offices and 60 employees. Flagship Harbor Advisors, LLC manages $3.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Flagship Harbor Advisors, LLC offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$3,008,478,711
60
13,382
$224,815
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
Lpl Financial LLC
Flagship Harbor Advisors
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
Boston, MA
Yarmouth, ME
Boston, MA
Hampton, NH
Boston, MA
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