HARBOR INVESTMENT ADVISORY, LLC

LUTHERVILLE, Maryland·5 registered advisors·CRD# 151085
SEC# 801-708931410-659-8900
01

Firm Overview

AUM
$5.2B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HARBOR INVESTMENT ADVISORY, LLC

5 registered advisors
Fred Cregan Jr Hill
LUTHERVILLE, Maryland
Raymond Patrick Dean
LUTHERVILLE, Maryland
Robert Wilmer Iii Black
LUTHERVILLE, Maryland
Stephen John Kelly
LUTHERVILLE, Maryland
William Christopher Schadty
LUTHERVILLE, Maryland
05

Office Locations

LUTHERVILLE, Maryland
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. HARBOR INVESTMENT ADVISORY, LLC (CRD# 151085) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.