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Fatima Awada

Flagship Harbor Advisors, LLC

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About Fatima Awada

Fatima Awada is a registered representative with Flagship Harbor Advisors, LLC. Fatima has been in the industry since March 2023 and holds a Series 66 license. Fatima's primary focus is providing financial planning and portfolio management services to individual clients. Fatima's experience includes working at HarbourVest Partners and Boathouse, Inc. Fatima has a strong background in finance and is dedicated to providing her clients with personalized and comprehensive financial guidance.

Firm Information

Fatima Awada 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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Fatima Awada’s Registration & Firm History

MA

11/29/2024 - Present

Flagship Harbor Advisors, LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fatima Awada.
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