# FLAGSHIP HARBOR ADVISORS, LLC

> FINRA firm 155733 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · BOSTON, MA

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 155733
- **Firm name:** FLAGSHIP HARBOR ADVISORS, LLC
- **Other names:** 3MERITUS WEALTH MANAGEMENT, TRESTLEBRIDGE CAPITAL, TINKHAM WEALTH MANAGEMENT, THRIVE WEALTH STRATEGIES, THORNE FINANCIAL PARTNERS, SHEVLIN WEALTH MANAGEMENT, SHEPARD FINANCIAL, SEASHORE FINANCIAL, SCHRUMM FINANCIAL, RISING TIDE CAPITAL, PARKER WEALTH MANAGEMENT, PARADIGM PRIVATE WEALTH, NORTHERN PEAK WEALTH MANAGEMENT, NORTHERN PEAK FINANCIAL, MUNROE MORROW WEALTH MANAGEMENT, MIRICA WEALTH, MCGUIGAN FINANCIAL, MAITLAND FINANCIAL GROUP, LAURENZ FINANCIAL, KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT, KARRIS & CO., INTEGRITAS FINANCIAL ADVISORS, GOLDSON FINANCIAL, FLAGSHIP HARBOR ADVISORS, LLC, FIELDSTONE WEALTH MANAGEMENT, FENTON FINANCIAL GROUP, CURRENCY CAMP, CONCIERGE WEALTH MANAGEMENT, CHARTHOUSE CAPITAL, BRANDT WEALTH ADVISORS, BERRY MANAGEMENT, LLC, BERGSTRESSER FINANCIAL, AVERY WEALTH MANAGEMENT, ATLAS PRIVATE WEALTH ADVISORS, ARC FINANCIAL, ANDREASEN FINANCIAL
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-71997
- **Branches:** 50
- **Has disclosure events:** YES
- **Headquarters:** BOSTON, MA, 02109, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/155733

## Citation

> FINRA BrokerCheck, firm 155733 (FLAGSHIP HARBOR ADVISORS, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/155733.

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