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Stephen John Kelly

HARBOR INVESTMENT ADVISORY, LLC·LUTHERVILLE, Maryland
Unclaimed Profile
2330 W. JOPPA ROAD, LUTHERVILLE, MD 21093CRD# 1142155Firm CRD# 151085
01

About

Stephen John Kelly is a registered financial advisor based in LUTHERVILLE, Maryland, affiliated with HARBOR INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HARBOR INVESTMENT ADVISORY, LLC
HARBOR INVESTMENT ADVISORY, LLC
AUM
$5.2B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at HARBOR INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1142155
Firm CRD# 151085
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen John Kelly offer?
Stephen John Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LUTHERVILLE, Maryland for a consultation.
What are Stephen John Kelly's credentials?
Stephen John Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen John Kelly located?
Stephen John Kelly 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 Stephen John Kelly charge for services?
Stephen John Kelly'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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Other advisors in LUTHERVILLE
Philip Goelet — RED ABBEY CAPITAL PARTNERS, LLCFred Cregan Jr Hill — HARBOR INVESTMENT ADVISORY, LLCCharles Von Kapff Carlson — CORBYN INVESTMENT MANAGEMENT INCMichael Joseph Fusting — CORBYN INVESTMENT MANAGEMENT INCDavid Allen Trump — CORBYN INVESTMENT MANAGEMENT INC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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