Unclaimed Profile

Weld Rollins Butler

HARBOR ADVISORY CORPORATION·PORTSMOUTH, New Hampshire

Series 2, Series 6330 years registeredHARBOR ADVISORY CORPORATION

500 MARKET ST., STE 11, PORTSMOUTH, NH 03801CRD# 1923341Firm CRD# 105151

Profile Verification

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

Identity

Weld Rollins Butler · PORTSMOUTH, NH

Registration

CRD #1923341 · HARBOR ADVISORY CORPORATION · 30 years registered

Brand Profile

Not yet started

Career History

HARBOR ADVISORY CORPORATION

Feb 1996 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · February 5, 1996

Years registered · 30

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HARBOR ADVISORY CORPORATION

CRD 105151 · SEC 801-8915

AUM

$403M

Regulatory assets under management

Employees

408 client accounts

Services offered by HARBOR ADVISORY CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARBOR ADVISORY CORPORATION →

Introduction

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Frequently Asked Questions

What services does Weld Rollins Butler offer?

Weld Rollins Butler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Weld Rollins Butler's credentials?

Weld Rollins Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Weld Rollins Butler located?

Weld Rollins 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 Weld Rollins Butler charge for services?

Weld Rollins 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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