William Christopher Schadty

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 → 02/2020
  Morgan Stanley Smith Barney
  Towson, MD
• 02/2020 → Present
  Harbor Investment Advisory, Llc
  Lutherville, MD

Previous Registrations

• 2009-06-01 → 2020-02-07
  Morgan Stanley
  Towson, MD
  Hunt Valley, MD
  Baltimore, MD
  Hunt Valley, MD
  Lutherville, MD
  Baltimore, MD
  Hunt Valley, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Towson, MD
  Bel Air, MD
  New York, NY
  Bel Air, MD
• 2000-12-01 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Belair, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1999-04-23