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Sarah K Butler

HARBOR ADVISORY CORPORATION·PORTSMOUTH, New Hampshire
Clean recordHARBOR ADVISORY CORPORATION
500 MARKET ST., STE 11, PORTSMOUTH, NH 03801CRD# 6464321Firm CRD# 105151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah K Butler · PORTSMOUTH, NH
Registration
CRD #6464321 · HARBOR ADVISORY CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sarah K Butler is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with HARBOR ADVISORY CORPORATION. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HARBOR ADVISORY CORPORATION
HARBOR ADVISORY CORPORATION
AUM
$403M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6464321
Firm CRD# 105151
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah K Butler offer?
Sarah K Butler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Sarah K Butler's credentials?
Sarah K Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah K Butler located?
Sarah K Butler is based in PORTSMOUTH, New Hampshire, working with HARBOR ADVISORY CORPORATION. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Sarah K Butler charge for services?
Sarah K Butler'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 ADVISORY CORPORATION?
HARBOR ADVISORY CORPORATION has approximately 3 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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