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Bryan Marc Gravel

Flagship Harbor Advisors, LLC

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About Bryan Marc Gravel

Bryan Gravel is a financial professional with over 14 years of experience in the financial services industry. Bryan is currently registered with Flagship Harbor Advisors, LLC, a firm based in Boston, Massachusetts. Bryan's previous experience includes positions at Citizens Securities, Inc. and LPL Financial Corporation. Bryan holds Series 6, 7, 63 and 65 licenses. Bryan specializes in Financial Planning, Portfolio Management, and Educational Seminars.

Firm Information

Bryan Gravel is currently registered with Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $3 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and educational seminars. Flagship Harbor Advisors, LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Flagship Harbor Advisors, LLC

346 COMMERCIAL STREET

BOSTON, MA 02109

$3.01B

Assets Under Management

27

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Gravel’s Registration & Firm History

RI

08/19/2022 - Present

Flagship Harbor Advisors, LLC (CUMBERLAND RI)

RI

09/09/2010 - 07/06/2016

CITIZENS SECURITIES, INC. (N. PROVIDENCE RI)

MA

04/23/2009 - 09/07/2010

LPL FINANCIAL CORPORATION (WORCESTER MA)

GA

02/24/2009 - 04/29/2009

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Bryan Marc Gravel. Review regulatory record here.
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