Kelsey Lillian Strait
Investment adviser representative at Flagship Harbor Advisors, LLC
12 yearsExperience
1 stateRegistered in
$3.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Flagship Harbor Advisors, LLCNov 2021 to now
- LPL Financial, LLCNov 2021 to now
- Cantella & Co., Inc.Apr 2018 to Nov 2021
- Commonwealth Financial NetworkMay 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Flagship Harbor Advisors, LLC
$3.4BAssets managed
7,373Clients
60Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6332119
- Firm CRD
- 155733