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Paul David Fortin

HARBOR ISLAND CAPITAL LLC·TOPSFIELD, Massachusetts
Clean record27 years registeredHARBOR ISLAND CAPITAL LLC
7 GROVE STREET, TOPSFIELD, MA 01983CRD# 4338150Firm CRD# 107457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul David Fortin · TOPSFIELD, MA
Registration
CRD #4338150 · HARBOR ISLAND CAPITAL LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

HARBOR ISLAND CAPITAL LLC
Feb 1999 – present
02

Registrations & Exams

Registration record
First registered · February 25, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARBOR ISLAND CAPITAL LLC
CRD 107457 · SEC 801-113401
AUM
$208M
Regulatory assets under management
Employees
2
15 client accounts
Services offered by HARBOR ISLAND CAPITAL LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HARBOR ISLAND CAPITAL LLC →
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05

Frequently Asked Questions

What services does Paul David Fortin offer?
Paul David Fortin specializes in Investment Management, Fee-Only Advisory. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are Paul David Fortin's credentials?
Paul David Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Fortin located?
Paul David Fortin is based in TOPSFIELD, Massachusetts, working with HARBOR ISLAND CAPITAL LLC. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does Paul David Fortin charge for services?
Paul David Fortin'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 HARBOR ISLAND CAPITAL LLC?
HARBOR ISLAND CAPITAL LLC has approximately 2 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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