Unclaimed Profile

William Robert Todd

HARBORVIEW ADVISORS, LLC·PORTLAND, Maine

Clean recordHARBORVIEW ADVISORS, LLC

ONE CITY CENTER, PORTLAND, ME 04101CRD# 2293194Firm CRD# 173012

Profile Verification

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

Identity

William Robert Todd · PORTLAND, ME

Registration

CRD #2293194 · HARBORVIEW ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Robert Todd is a registered financial advisor based in PORTLAND, Maine, affiliated with HARBORVIEW ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HARBORVIEW ADVISORS, LLC

HARBORVIEW ADVISORS

AUM

$225M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARBORVIEW ADVISORS, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2293194

Firm CRD# 173012

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Robert Todd offer?

William Robert Todd specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.

What are William Robert Todd's credentials?

William Robert Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Robert Todd located?

William Robert Todd is based in PORTLAND, Maine, working with HARBORVIEW ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does William Robert Todd charge for services?

William Robert Todd'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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