Unclaimed Profile

Javier Alberto Loreto

HARBOR ITHAKA WM, LLC·MIAMI, Florida

SIE, Series 7, Series 66Clean record14 years registeredHARBOR ITHAKA WM, LLC

1395 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5901189Firm CRD# 170580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Javier Alberto Loreto · MIAMI, FL

Registration

CRD #5901189 · HARBOR ITHAKA WM, LLC · 14 years registered

Brand Profile

Not yet started

Career History

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

Oct 2024 – present

SANCUS WEALTH MANAGEMENT LLC

Jun 2021 – Mar 2025

MIAMI, FL

HARBOR ITHAKA

May 2015 – Jul 2021

MIAMI, FL

NEW MARKET ANALYTICS WM

Jan 2015 – Feb 2015

MIAMI, FL

BOLTON GLOBAL ASSET MANAGEMENT

Jan 2012 – Oct 2014

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOR ITHAKA WM, LLC

CRD 170580 · SEC 801-113143

AUM

$151M

Regulatory assets under management

Employees

74 client accounts

Services offered by HARBOR ITHAKA WM, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at HARBOR ITHAKA WM, LLC →

Introduction

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Frequently Asked Questions

What services does Javier Alberto Loreto offer?

Javier Alberto Loreto specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Javier Alberto Loreto's credentials?

Javier Alberto Loreto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Javier Alberto Loreto located?

Javier Alberto Loreto is based in MIAMI, Florida, working with HARBOR ITHAKA WM, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Javier Alberto Loreto charge for services?

Javier Alberto Loreto's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR ITHAKA WM, LLC?

HARBOR ITHAKA WM, LLC has approximately 5 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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