Unclaimed Profile

John Steve Halaby

HARBOR CAPITAL ADVISORS, INC.·CHICAGO, Illinois

Clean recordHARBOR 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Steve Halaby is a registered financial advisor based in CHICAGO, Illinois, affiliated with HARBOR CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HARBOR CAPITAL ADVISORS, INC.

AUM

$50.5B

Regulatory assets under management

Employees

224

Total firm employees

View all advisors at HARBOR CAPITAL ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2543904

Firm CRD# 113042

View on FINRA BrokerCheck →

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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. Contact their office in CHICAGO, Illinois for a consultation.

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, working with HARBOR CAPITAL ADVISORS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

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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