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Daniel Edward Parker

Investment Adviser Representative at Flagship Harbor Advisors, LLC

Danvers, MACRD #4563946Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Edward Parker is an investment adviser representative with Flagship Harbor Advisors, LLC in Danvers, MA, where they have been registered since 2013. They have worked in the securities industry since 2003 and have been registered with 4 firms, including LPL Financial LLC and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
9 states and territories

Florida, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/30/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/23/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Flagship Harbor Advisors, LLCCurrent
5/20/2013 – Danvers, MA
LPL Financial LLC
2/5/2014 – 2/2/2016Newburyport, MA
Ameriprise Financial Services, Inc.
7/8/2004 – 5/22/2013Newburyport, MA
American Express Financial Advisors, Inc.
8/14/2002 – 7/8/2003Portsmouth, NH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Flagship Harbor Advisors, LLC
    May 2013 – no end date reportedDanvers, MA
  2. LPL Financial LLC
    May 2013 – no end date reportedNewburyport, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Flagship Harbor Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Asset management, financial planning, risk management, and philanthropy guidance, all tailored to clients' unique financial needs and aspirations.

Charitable GivingWealth ManagementRisk Management
Firm areas of expertise
Wealth ManagementAsset ManagementFinancial PlanningRisk ManagementPhilanthropyRetirement PlanningWealth TransferIndependent AdvisoryMultifamily Office

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
60
Offices listed on AdvisorFinder:
20
Main office:
Boston, MA
SEC file number:
801-71997

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 21, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Edward Parker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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