Unclaimed Profile

Hugh Morris Kelly

HARBOR CAPITAL ADVISORS, INC.·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 39, Series 63Clean recordHARBOR CAPITAL ADVISORS, INC.

111 SOUTH WACKER DRIVE, CHICAGO, IL 60606-4302CRD# 1139555Firm CRD# 113042

Profile Verification

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

Identity

Hugh Morris Kelly · CHICAGO, IL

Registration

CRD #1139555 · HARBOR CAPITAL ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 39

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOR CAPITAL ADVISORS, INC.

CRD 113042 · SEC 801-60367

AUM

$50.5B

Regulatory assets under management

Employees

224

13 client accounts

Services offered by HARBOR CAPITAL ADVISORS, INC.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at HARBOR CAPITAL ADVISORS, INC. →

Introduction

Speak with Hugh

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Hugh is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Hugh Morris Kelly offer?

Hugh Morris Kelly specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Hugh Morris Kelly's credentials?

Hugh Morris Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hugh Morris Kelly located?

Hugh Morris Kelly is based in CHICAGO, Illinois, working with HARBOR CAPITAL ADVISORS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Hugh Morris Kelly charge for services?

Hugh Morris Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR CAPITAL ADVISORS, INC.?

HARBOR CAPITAL ADVISORS, INC. has approximately 224 employees and manages $50.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →