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Nathan Robert Waller

Flagship Harbor Advisors, LLC

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About Nathan Robert Waller

Nathan Waller is a financial advisor who has been in the industry since 2015. Nathan is a registered investment advisor representative in Maine, Florida, Massachusetts, New Hampshire, New York, Pennsylvania and Virginia. Nathan is associated with Flagship Harbor Advisors, LLC, which is an independent investment advisor firm located in Boston, Massachusetts. Nathan provides financial planning, educational seminars, and portfolio management for individuals. Nathan has experience in providing administrative support to independent investment advisor firms.

Firm Information

Nathan Waller 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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Nathan Waller’s Registration & Firm History

ME

04/28/2023 - Present

Flagship Harbor Advisors, LLC (Yarmouth ME)

ME

01/22/2015 - 04/19/2016

COMMONWEALTH FINANCIAL NETWORK (CUMBERLAND FORESIDE ME)

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Licenses & Designations

IA

Issued 04/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Robert Waller.
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