Elias D. Poe

Employer firm

Harbor Investment Advisory, LLC CRD 151085

$6.87B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 09/2017
  Morgan Stanley Smith Barney
  Towson, MD
• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2017 → Present
  Harbor Investment Advisory, Llc
  Lutherville, MD

Previous Registrations

• 2009-06-01 → 2017-10-02
  Morgan Stanley
  Towson, MD
  Lutherville, MD
  Hunt Valley, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Towson, MD
  New York, NY
  Towson, MD
• 2000-08-24 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Towson, MD

Exams

• S66 Uniform Combined State Law Examination
  2000-03-23

Other Names

• Dod Poe
• Elias Dodson Poe
• Elias Dodson Poe
• Elias Dodson Poe Iv
• Elias Dodson Poe
• Elias D. Poe Iv