Adviser and broker representative · Flagship Harbor Advisors, LLC
Joshua J. Topp
CRD 5311903 · Boston, MA
At a glance
Joshua J. Topp is an investment adviser representative with Flagship Harbor Advisors, LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2007, about 19 years ago. Joshua is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Flagship Harbor Advisors, LLCSince December 2013Boston, MA · $3.4B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.