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Michael Ray Sanchez

Flagship Harbor Advisors, LLC

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About Michael Ray Sanchez

Michael Sanchez is a registered investment advisor with Flagship Harbor Advisors, LLC in Lakeway, Texas. Michael has been in the financial industry since 2006. Michael holds the Series 66, Series 7 and the SIE licenses and has been registered in 9 states. The advisor specializes in financial planning, portfolio management for individuals and selection of other advisors. Michael is also registered as an investment advisor in Texas. The firm, Flagship Harbor Advisors, LLC, provides financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Michael Sanchez 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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Michael Sanchez’s Registration & Firm History

TX

07/02/2013 - Present

Flagship Harbor Advisors, LLC (LAKEWAY TX)

TX

12/15/2006 - 07/02/2013

AMERIPRISE FINANCIAL SERVICES, INC. (LAKEWAY TX)

TX

08/16/2006 - 11/09/2006

AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 09/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Ray Sanchez.
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