Scott Mondeau (CRD# 2208366) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 32 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagship Harbor Advisors, LLC | Boston, MA | Mar 2022 - Current | 2 |
| Lpl Financial LLC | Bridgewater, MA | Mar 2022 - Current | 2 |
| Next Financial Grpu, Inc. | Houston, TX | Apr 2005 - Mar 2022 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- MA
-
Total Assets Under Management2,449MILLIONS
-
Total Number of Accounts12,625ACCOUNTS
-
Average Account Value$193,975
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
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