Unclaimed Profile

Daryl Trenton Stong

HARBORVIEW ADVISORS, LLC·PORTLAND, Maine

SIE, Series 7, Series 24, Series 31, Series 63, Series 6524 years registeredHARBORVIEW ADVISORS, LLC

ONE CITY CENTER, PORTLAND, ME 04101CRD# 3162995Firm CRD# 173012

Profile Verification

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

Identity

Daryl Trenton Stong · PORTLAND, ME

Registration

CRD #3162995 · HARBORVIEW ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARBORVIEW ADVISORS, LLC

WEALTHSHIELD PARTNERS, LLC

Dec 2021 – Dec 2025

PORTLAND, ME

HARBORVIEW ADVISORS

Sep 2014 – Dec 2021

PORTLAND, ME

CANTELLA & CO., INC.

Nov 2004 – Oct 2014

PORTLAND, ME

FIRST ALLIED SECURITIES, INC.

Nov 2002 – Nov 2004

PORTLAND, ME

MORGAN STANLEY

Jun 2002 – Nov 2002

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · June 3, 2002

Years registered · 24

Disclosure History

2025Criminal·Pending Charge

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HARBORVIEW ADVISORS, LLC

CRD 173012 · SEC 801-80307

AUM

$225M

Regulatory assets under management

Employees

821 client accounts

Services offered by HARBORVIEW ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HARBORVIEW ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daryl Trenton Stong offer?

Daryl Trenton Stong specializes in Investment Management, Fee-Only Advisory.

What are Daryl Trenton Stong's credentials?

Daryl Trenton Stong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daryl Trenton Stong located?

Daryl Trenton Stong is based in PORTLAND, Maine, last registered with HARBORVIEW ADVISORS, LLC.

How does Daryl Trenton Stong charge for services?

Daryl Trenton Stong'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 HARBORVIEW ADVISORS, LLC?

HARBORVIEW ADVISORS, LLC has approximately 6 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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