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BAY HARBOR WEALTH MANAGEMENT, LLC
BAY HARBOR WEALTH MANAGEMENT, LLC
HUNT VALLEY, Maryland
·
1 registered advisor
·
CRD# 294000
SEC# 801-114123
0
410-403-2060
01
Firm Overview
AUM
$292M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BAY HARBOR WEALTH MANAGEMENT, LLC
1 registered advisor
Lance Reid Scott
HUNT VALLEY, Maryland
CRD# 5608446
05
Office Locations
HUNT VALLEY, Maryland
1 advisor
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Data sourced from SEC Form ADV filings. BAY HARBOR WEALTH MANAGEMENT, LLC (CRD# 294000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.