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Mark William Shevlin

Flagship Harbor Advisors, LLC

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About Mark William Shevlin

Mark Shevlin is a financial advisor registered with Flagship Harbor Advisors, LLC. Mark has been in the industry since 2000 and has a wide range of experience advising individuals, families, and small businesses. Mark holds a Series 6, Series 63, and Series 65 license. Mark's areas of expertise include financial planning, portfolio management, and insurance. He is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Mark Shevlin 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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Mark Shevlin’s Registration & Firm History

NY

12/05/2023 - Present

Flagship Harbor Advisors, LLC (Queensbury NY)

NY

12/01/2005 - 11/18/2015

CITIZENS SECURITIES, INC. (GLENS FALLS NY)

OH

09/25/2001 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

NY

03/24/1995 - 11/26/1996

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mark William Shevlin. Review regulatory record here.
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