CFP

Sieglinde Aigner-Crooks

24 Years of Experience

Boston, MA

1 DisclosureBrokerSells Insurance

Sieglinde Aigner-Crooks is a CFP-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 24 years of industry experience. Sieglinde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.

Flagship Harbor Advisors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

62 advisors

Number of Clients

7,373 clients

Average Client Portfolio

$464K average

Assets Under Management

$3.4B

Fee Structure

Planning is included in investment management (also available separately)

Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.

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Location

346 Commercial Street, Boston, MA, 02109

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2016

Denied

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Other Business ActivitiesSells Insurance

Sieglinde is affiliated with Flagship Harbor Advisors, LLC as a registered investment advisor. She also offers fixed insurance and fixed annuities to clients and prospects, dedicating minimal time to this activity.

Employment History

Current Registrations

Flagship Harbor Advisors, LLC

November 2013 - Present · 12 yrs 6 mos

LPL Financial LLCBroker

October 2013 - Present · 12 yrs 7 mos

Previous Registrations

Ameriprise Financial Services, INC.Broker

November 1997 - August 2009 · 11 yrs 9 mos

Ids Life Insurance CompanyBroker

November 1997 - July 2006 · 8 yrs 8 mos

State Registrations16 states

CAFLGAMAMENCNHNYOKORPARITXVTWAWI

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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