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Philip M
Series 63, Series 66
Melbourne, FL
Flagship Harbor Advisors, LLC
Philip Mathey is a financial advisor with Flagship Harbor Advisors, LLC in Melbourne, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2011. Flagship Harbor Advisors is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, using a variety of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.
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