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Philip John Mathey

Flagship Harbor Advisors, LLC

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About Philip John Mathey

Philip Mathey is a financial advisor at Flagship Harbor Advisors, LLC. Philip has been in the financial services industry since 2005 and is registered with FINRA and the state of Massachusetts. Philip specializes in providing investment advisory services to individuals, high-net-worth individuals, and charitable organizations. Philip also has experience in financial planning, selection of other advisors, and educational seminars.

Firm Information

Philip Mathey 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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Philip Mathey’s Registration & Firm History

MA

05/02/2011 - Present

Flagship Harbor Advisors, LLC (BOSTON MA)

MA

04/13/2007 - 04/29/2011

EDWARD JONES (ARLINGTON MA)

MA

05/04/2005 - 08/30/2006

CU INVESTMENT SOLUTIONS, INC. (BURLINGTON MA)

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Licenses & Designations

BOTH

Issued 05/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip John Mathey.
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