DFX Intelligence
Advisors
Advisors registered through Flagship Harbor Advisors, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
60 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mark William Shevlin dual registrant | Flagship Harbor Advisors, LLC independent RIA | Boston, Ma | Dec 5, 2023 | 24 y | 0 | 1 |
| Kevin Michael Smith Certified Financial Planner · dual registrant | Flagship Harbor Advisors, LLC independent RIA | Boston, Ma | Jun 25, 2015 | 25 y | 2 | 1 |
| Kelsey Lillian Strait dual registrant | Flagship Harbor Advisors, LLC independent RIA | Boston, Ma | Nov 15, 2023 | 12 y | 2 | 1 |
| J•••• T••••• dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Gilford, Nh | Nov 19, 2025 | 16 y | 1 | 1 |
| R••••• M•••••• T••••• dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Boston, Ma | Jul 11, 2011 | 34 y | 1 | 1 |
| J••••• J•••• T••• Chartered Financial Consultant · dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Prospect, Ct | Dec 2, 2013 | 19 y | 2 | 3 |
| N••••• R••••• W••••• dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Boston, Ma | Apr 28, 2023 | 10 y | 0 | 1 |
| J••• E• W•••• dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Boston, Ma | Dec 13, 2023 | 13 y | 4 | 2 |
| T••••• M••••••• W••••••• Certified Financial Planner · dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Hingham, Ma | Dec 11, 2015 | 32 y | 2 | 1 |
| T•••••• B••••••• W•••• dual registrant | F••••••• H••••• A•••••••• L•• independent RIA | Boston, Ma | Feb 8, 2021 | 21 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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