Unclaimed Profile

Robert Wilmer Iii Black

HARBOR INVESTMENT ADVISORY, LLC·LUTHERVILLE, Maryland

SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredHARBOR INVESTMENT ADVISORY, LLC

2330 W. JOPPA ROAD, LUTHERVILLE, MD 21093CRD# 1497429Firm CRD# 151085

Profile Verification

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

Identity

Robert Wilmer Iii Black · LUTHERVILLE, MD

Registration

CRD #1497429 · HARBOR INVESTMENT ADVISORY, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HARBOR INVESTMENT ADVISORY, LLC

Jan 2010 – present

CREDIT SUISSE SECURITIES (USA) LLC

Jan 2003 – Jan 2010

BALTIMORE, MD

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Apr 2001 – Jan 2003

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 3, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOR INVESTMENT ADVISORY, LLC

CRD 151085 · SEC 801-70893

AUM

$5.2B

Regulatory assets under management

Employees

3,169 client accounts

Services offered by HARBOR INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARBOR INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Wilmer Iii Black offer?

Robert Wilmer Iii Black specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LUTHERVILLE, Maryland for a consultation.

What are Robert Wilmer Iii Black's credentials?

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

Where is Robert Wilmer Iii Black located?

Robert Wilmer Iii Black is based in LUTHERVILLE, Maryland, working with HARBOR INVESTMENT ADVISORY, LLC. Their office serves clients in the LUTHERVILLE metropolitan area and surrounding communities.

How does Robert Wilmer Iii Black charge for services?

Robert Wilmer Iii Black's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR INVESTMENT ADVISORY, LLC?

HARBOR INVESTMENT ADVISORY, LLC has approximately 33 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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