CRD: 131962
Flagship Wealth Advisors, Llc.
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- Custodian
- American Funds · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- EagleMatrix beacon +more
- Established Date
- 08-22-2006
- Office Locations
- 3
Office Locations
About Flagship Wealth Advisors, Llc.
Flagship Wealth Advisors, LLC is a CFP-led fiduciary wealth management and financial planning firm based north of Boston (Wakefield, MA). Founded in 1997 by Paul V. Ryan, Jr., it operates as a group practice with 30+ professionals delivering personalized wealth accumulation, retirement, estate and college planning with ongoing portfolio management. Portfolios emphasize disciplined asset allocation and risk management using ETFs, mutual funds and fixed income (incl. munis), often custodied at Fidelity/NFS.
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Owner & Executives
PAUL V RYAN JR
Managing Director
- CRD
- #1901854
- Ownership
- 75% or more
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SUSAN N. BIG
Financial Advisor, General Partner
- CRD
- #4032862
SCOTT LOUIS FACCHETTI
Wealth Advisor
- CRD
- #4298919
Atlas matrix
Zenith horizon fusion
- CRD
- #74580
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $732,204,802 | $1,079,948 |
| Non-Discretionary | $16,417,607 | $188,708 |
| Total | $748,622,409 | $978,591 |
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Separately Managed Accounts
Total SMA Asset: $748,622,409
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,422,891,214 | 21.1% |
| Equity - Exchange | $1,186,866,605 | 17.6% |
| Municipal Bonds | $1,011,534,038 | 15.0% |
| Cash | $1,571,249,539 | 23.3% |
| U.S. Government/Agency | $404,613,615 | 6.0% |
| Corporate - Investment Grade | $1,146,405,243 | 17.0% |
| Total | $6,743,560,254 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PIONEER | DELTA HORIZON | B8H35M3IT | QKIUV | 10.28% | $74,032,525 |
| EAGLE PEAK | MOMENTUM CATALYST | 28PSLI24B | YZB | 4.24% | $69,405,708 |
| HARBOR ATLAS DELTA | PEAK CATALYST | X4P258VE0 | DQSC | 11.66% | $90,350,129 |
| MATRIX SUMMIT QUANTUM | OAK LEGACY | 5974Z50S7 | ITLH | 9.12% | $64,860,886 |
| SUMMIT HORIZON | SIGNAL BEACON | V91S0QGTQ | NCZ | 6.41% | $114,605,308 |
| HORIZON FRONTIER | CREST PRIME | CCMTK6034 | THA | 0.94% | $71,506,398 |
| RADIAL OPTIMA PIONEER | TIMBER PATHWAY | 8QANJI9U9 | NAH | 1.60% | $29,054,860 |
| ATLAS GLACIER HARBOR | MATRIX CAPITAL | 6MHOAKZBT | JVSWG | 7.87% | $5,565,354 |