IA
Irina V. Andreasen
FLAGSHIP HARBOR ADVISORS
PLYMOUTH, NH 03264
Some features on this profile are disabled
CRD#: 4456965
IA
Professional summary
Irina V Andreasen, CFP®, who also goes by Irina V. Andreasen, Irina V Guslits, Irina V. Nemi, Irina V Nemi-wisniewski, Irina V. Wisniewski, is a registered financial advisor currently at FLAGSHIP HARBOR ADVISORS, LLC located in Plymouth, New Hampshire and LPL FINANCIAL LLC located in Hampton, New Hampshire.
Irina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Irina has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Social Security Planning
Comprehensive Financial Planni...
Divorce Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Irina V. Andreasen | Irina V Guslits | Irina V. Nemi | Irina V Nemi-Wisniewski | Irina V. Wisniewski
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. 6/12/2015: PINNACLE - Not Investment Related - 346 COMMERCIAL STREET, BOSTON, MA 02109 - NON-VARIABLE INSURANCE - AGENT - 1% OF TIME SPENT - INS TYPES: DISABILITY, LONG-TERM CARE, LIFE, FIXED ANNUITIES. 2. 6/12/2015 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 6/15/2015 - 100% TIME SPENT. 3. 9/22/2015 - Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - START 6/15/2015 - 50% TIME SPENT - Advisory services provided by the RIA. 4. 11/18/2020 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Andreasen Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/11/2020 - 200 Hours Per Month During Securities Trading - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 200 hours 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. 5. 09/07/2021 - No Business Name - Investment Related - Rochester NY 14607 - Real Estate Rental - Start Date: 09/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 9/19/2023: No business name; Rochester, NY; Real Estate Rental; Inv. related; start date 9/1/2023; 0hrs/mo. during trading. 7. 9/21/2023: No business name; Meredith, NH; Real Estate Rental; Inv. related; start date 5/1/2024; 0hrs/mo. during trading. 8. 12/23/2024- Andreasen Financial, LLC- Real Estate Rental- INV Related - At Reported Business Location(s)- Start date 01/01/2025- 2 Hours Per Month 9. 01/06/2025- Club Piklbal!- Other - Pickleball Club- Not INV Related- At Belmont NH- Start date 01/15/2025- 30 Hours Per Month
CRS (Client Relationship Summary) - RIA
Click below to view Irina V Andreasen'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: 2021
Experience
Current
June 16, 2015 - Present
FLAGSHIP HARBOR ADVISORS, LLC
Office #1: One Bridge Street Suite 210-a, Plymouth, NH 03264Office #2: 1 Merrill Industrial Dr Ste 7, Hampton, NH 03842RIA
CRD#: 155733
PLYMOUTH, NH
Current
June 15, 2015 - Present
LPL FINANCIAL LLC
Office #1: 1 Merrill Industrial Dr Ste 7, Hampton, NH 03842RIA
BD
CRD#: 6413
Hampton, NH
Past
February 10, 2014 - June 12, 2015
EDWARD JONES
RIA
CRD#: 250
DOVER, NH
Past
December 18, 2013 - June 12, 2015
EDWARD JONES
BD
CRD#: 250
DOVER, NH
Past
January 3, 2013 - December 16, 2013
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
March 7, 2011 - January 3, 2013
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
December 17, 2009 - January 24, 2011
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
RICHMOND, VA
Past
January 9, 2007 - July 24, 2009
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
November 29, 2005 - November 28, 2006
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
FAIRFAX, VA
Past
November 29, 2005 - November 28, 2006
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
FAIRFAX, VA
Past
September 25, 2003 - December 31, 2005
CITISTREET EQUITIES LLC
BD
CRD#: 7447
SOMERSET, NJ
Past
August 1, 2003 - October 22, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
October 15, 2001 - July 29, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 15, 2001 - July 29, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, 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
Arizona(2/5/2021)
RR
Colorado(3/2/2022)
RR
Florida(11/11/2019)
RR
Georgia(7/28/2022)
RR
Maine(9/3/2015)
RR
Massachusetts(6/15/2015)
RR
Michigan(12/9/2024)
RR
New Hampshire(6/15/2015)
IAR
New Hampshire(6/16/2015)
RR
New Mexico(8/27/2021)
RR
New York(6/15/2015)
RR
North Carolina(6/25/2021)
RR
Ohio(12/16/2020)
RR
Oklahoma(3/6/2025)
RR
Pennsylvania(12/2/2021)
RR
Puerto Rico(5/7/2024)
RR
South Carolina(9/28/2021)
RR
Vermont(3/6/2025)
RR
Virginia(3/6/2025)
RR
Washington(2/27/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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
60
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,382 |
| AUM (Assets Under Management) | $ 3,008,478,711 |
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#: 155733Plymouth, NH 03264TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
