Gregory P. Munroe
FLAGSHIP HARBOR ADVISORS
BOSTON, MA 02109
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CRD#: 2282929
Gregory Paul MunroeFLAGSHIP HARBOR ADVISORS
Professional summary
Gregory Paul Munroe, CFP®, who also goes by Greg Munroe, is a registered financial advisor currently at FLAGSHIP HARBOR ADVISORS, LLC located in Boston, Massachusetts and LPL FINANCIAL LLC located in Yarmouth Port, Massachusetts.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Gregory has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Min. Asset: $100K–$250K
Services Offered
Comprehensive Financial Planning
Retirement Planning
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
Retirement Income Management
Aliases
Greg Munroe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 12/14/2010: No Business Name - Real Estate Rental - Investment Related - 342-346 Commercial Street unit C-1. Boston, MA. 02109 (2) 12/14/2010: Silver St, LLC - Real Estate Rental - Investment Related - 261 Solver St # 1. Boston, MA. 02127 - Owns rental property (3) 02/08/2011: Flagship Harbor Advisors - Registered Investment Advisor - DBA: (Hybrid) Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - 50% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in December, 2010. I expect to spend approximately 50% of the time spent per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 10/17/2011: Munroe Morrow Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (5) 10/17/2011: Munroe Morrow Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - Offering fixed insurance and fixed annuities to clients and prospects. (6) 09/12/2014: Silver St, LLC - Real Estate Rental - Investment Related - 220 Commercial Street, unit 2F, Boston, MA 02109 - Started 01/01/1997 - 1 Hr/Mo; 0 Hours During Securities Trading - Owns rental property at 261 Silver St # 1. Boston, MA. 02127 (7) 07/06/2015: JMB LLC - Real Estate Rental - Investment Related - 15 Main Street Unit E, Charlestown, MA 02129 - Started 10/24/2014 - 1 Hr/Mo; 0 Hours During Securities Trading (8) 01/28/2026 - Guardian Life / Bulfinch Group - Non-Variable Insurance - Insurance Broker - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 5 hours per month/ during trading (9) 07/10/2026 - Ash Brokerage Corporation - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/08/2026 - 5 hours per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Paul Munroe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
December 22, 2010 - Present
FLAGSHIP HARBOR ADVISORS, LLC
Office #1: 346 Commercial Street, Boston, MA 02109Office #2: 411 Main St. Unit 4, Yamouthport, MA 02675RIA
CRD#: 155733
BOSTON, MA
Current
December 17, 2010 - Present
LPL FINANCIAL LLC
Office #1: 411 Main Street Unit 4, Yarmouth Port, MA 02675Office #2: 346 Commercial St, Boston, MA 02109RIA
BD
CRD#: 6413
YARMOUTH PORT, MA
Past
November 9, 2025 - July 13, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOSTON, MA
Past
January 2, 2018 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOSTON, MA
Past
August 5, 2010 - December 20, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BOSTON, MA
Past
November 16, 1992 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 16, 1992 - December 20, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FH
FLAGSHIP HARBOR ADVISORS, LLC
3MERITUS WEALTH MANAGEMENT | TRESTLEBRIDGE CAPITAL | TINKHAM WEALTH MANAGEMENT | THRIVE WEALTH STRATEGIES | THORNE FINANCIAL PARTNERS | SHEVLIN WEALTH MANAGEMENT | SHEPARD FINANCIAL | SEASHORE FINANCIAL | SCHRUMM FINANCIAL | RISING TIDE CAPITAL | PARKER WEALTH MANAGEMENT | PARADIGM PRIVATE WEALTH | NORTHERN PEAK WEALTH MANAGEMENT | NORTHERN PEAK FINANCIAL | MUNROE MORROW WEALTH MANAGEMENT | MIRICA WEALTH | MCGUIGAN FINANCIAL | MAITLAND FINANCIAL GROUP | LAURENZ FINANCIAL | KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT | KARRIS & CO. | INTEGRITAS FINANCIAL ADVISORS | GOLDSON FINANCIAL | FLAGSHIP HARBOR ADVISORS, LLC | FIELDSTONE WEALTH MANAGEMENT | FENTON FINANCIAL GROUP | CURRENCY CAMP | CONCIERGE WEALTH MANAGEMENT | CHARTHOUSE CAPITAL | BRANDT WEALTH ADVISORS | BERRY MANAGEMENT, LLC | BERGSTRESSER FINANCIAL | AVERY WEALTH MANAGEMENT | ATLAS PRIVATE WEALTH ADVISORS | ARC FINANCIAL | ANDREASEN FINANCIAL
CRD#: 155733 / SEC#: 801-71997
RIA
Registered Investment Advisory firm - (12/8/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/13/2018)
RR
California(1/5/2011)
RR
Colorado(10/16/2017)
RR
Connecticut(1/5/2011)
RR
District of Columbia(1/20/2011)
RR
Florida(1/5/2011)
RR
Georgia(1/19/2021)
RR
Idaho(1/24/2011)
RR
Illinois(9/5/2017)
RR
Kentucky(9/28/2021)
RR
Louisiana(1/2/2018)
RR
Maine(1/6/2011)
RR
Maryland(1/20/2011)
RR
Massachusetts(12/17/2010)
IAR
Massachusetts(12/22/2010)
RR
Minnesota(7/27/2020)
RR
Missouri(3/11/2016)
RR
Montana(1/5/2011)
RR
Nevada(3/6/2025)
RR
New Hampshire(1/5/2011)
RR
New Jersey(1/5/2011)
RR
New York(1/5/2011)
RR
North Carolina(1/26/2011)
RR
Ohio(12/3/2014)
RR
Pennsylvania(1/24/2011)
RR
Rhode Island(1/5/2011)
RR
South Carolina(1/5/2011)
RR
Texas(1/5/2011)
IAR
Texas(6/6/2011)
RR
Utah(1/24/2011)
RR
Vermont(1/5/2011)
RR
Virgin Islands(5/7/2024)
RR
Virginia(9/16/2014)
RR
Washington(7/26/2011)
RR
Wisconsin(1/9/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FH
FLAGSHIP HARBOR ADVISORS, LLC
3MERITUS WEALTH MANAGEMENT | TRESTLEBRIDGE CAPITAL | TINKHAM WEALTH MANAGEMENT | THRIVE WEALTH STRATEGIES | THORNE FINANCIAL PARTNERS | SHEVLIN WEALTH MANAGEMENT | SHEPARD FINANCIAL | SEASHORE FINANCIAL | SCHRUMM FINANCIAL | RISING TIDE CAPITAL | PARKER WEALTH MANAGEMENT | PARADIGM PRIVATE WEALTH | NORTHERN PEAK WEALTH MANAGEMENT | NORTHERN PEAK FINANCIAL | MUNROE MORROW WEALTH MANAGEMENT | MIRICA WEALTH | MCGUIGAN FINANCIAL | MAITLAND FINANCIAL GROUP | LAURENZ FINANCIAL | KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT | KARRIS & CO. | INTEGRITAS FINANCIAL ADVISORS | GOLDSON FINANCIAL | FLAGSHIP HARBOR ADVISORS, LLC | FIELDSTONE WEALTH MANAGEMENT | FENTON FINANCIAL GROUP | CURRENCY CAMP | CONCIERGE WEALTH MANAGEMENT | CHARTHOUSE CAPITAL | BRANDT WEALTH ADVISORS | BERRY MANAGEMENT, LLC | BERGSTRESSER FINANCIAL | AVERY WEALTH MANAGEMENT | ATLAS PRIVATE WEALTH ADVISORS | ARC FINANCIAL | ANDREASEN FINANCIAL
CRD#: 155733 / SEC#: 801-71997
RIA
Registered Investment Advisory firm - (12/8/2010 Approved)Loading...
Contact information
Main Address
346 Commercial Street, Boston, MA 02109
Mailing Address
Phone number
(857) 350-4229
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,815 |
| AUM (Assets Under Management) | $ 3,419,401,101 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FLAGSHIP HARBOR ADVISORS, LLC
CRD#: 155733Boston, MA 02109TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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