Unclaimed Profile

John Steve Halaby

HARBOR CAPITAL ADVISORS, INC.·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record9 years registeredHARBOR CAPITAL ADVISORS, INC.

111 SOUTH WACKER DRIVE, CHICAGO, IL 60606-4302CRD# 2543904Firm CRD# 113042

Profile Verification

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

Identity

John Steve Halaby · CHICAGO, IL

Registration

CRD #2543904 · HARBOR CAPITAL ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARBOR CAPITAL ADVISORS, INC.

T. ROWE PRICE ASSOCIATES, INC.

Apr 2017 – Jun 2019

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 13, 2017

Years registered · 9

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

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Frequently Asked Questions

What services does John Steve Halaby offer?

John Steve Halaby specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are John Steve Halaby's credentials?

John Steve Halaby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Steve Halaby located?

John Steve Halaby is based in CHICAGO, Illinois, last registered with HARBOR CAPITAL ADVISORS, INC..

How does John Steve Halaby charge for services?

John Steve Halaby'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.

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