Unclaimed Profile

Stephen John Kelly

HARBOR INVESTMENT ADVISORY, LLC·LUTHERVILLE, Maryland

Clean recordHARBOR INVESTMENT ADVISORY, LLC

2330 W. JOPPA ROAD, LUTHERVILLE, MD 21093CRD# 1142155Firm CRD# 151085

Profile Verification

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

Identity

Stephen John Kelly · LUTHERVILLE, MD

Registration

CRD #1142155 · HARBOR INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HARBOR INVESTMENT ADVISORY, LLC

AUM

$5.2B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1142155

Firm CRD# 151085

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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