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Jeffrey Charles Landle

LITTLE HARBOR ADVISORS, LLC·MARBLEHEAD, Massachusetts
SIE, Series 3, Series 7, Series 24, Series 63Clean recordLITTLE HARBOR ADVISORS, LLC
30 DOAKS LANE, MARBLEHEAD, MA 01945CRD# 1039917Firm CRD# 168700

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Landle · MARBLEHEAD, MA
Registration
CRD #1039917 · LITTLE HARBOR ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LITTLE HARBOR ADVISORS, LLC
CRD 168700 · SEC 801-78486
AUM
$205M
Regulatory assets under management
Employees
14
5 client accounts
Services offered by LITTLE HARBOR ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at LITTLE HARBOR ADVISORS, LLC →
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Frequently Asked Questions

What services does Jeffrey Charles Landle offer?
Jeffrey Charles Landle specializes in Investment Management, Retirement Planning. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are Jeffrey Charles Landle's credentials?
Jeffrey Charles Landle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Landle located?
Jeffrey Charles Landle is based in MARBLEHEAD, Massachusetts, working with LITTLE HARBOR ADVISORS, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does Jeffrey Charles Landle charge for services?
Jeffrey Charles Landle's firm is compensated through percentage of aum, other: model delivery fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLE HARBOR ADVISORS, LLC?
LITTLE HARBOR ADVISORS, LLC has approximately 14 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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MARBLEHEAD, MA

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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