Joseph A Catanzarite

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2006 → Present
  Capital Analysts Inc
  Radnor, PA
• 06/2012 → Present
  Lincoln Investment
  South Bend, IN
• 11/2012 → Present
  Harbour Investments, Inc
  Madison, WI

Previous Registrations

• 2012-06-04 → 2012-12-05
  Capital Analysts
  South Bend, IN
• 2012-06-01 → 2012-12-03
  Lincoln Investment
  South Bend, IN
• 2006-02-03 → 2012-06-01
  Cincinnati Analysts, Inc.
  South Bend, IN

Other Businesses

1)Catanzarite Financial Services, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Catanzariti, LLC. | 57065 Lone Oak Court, South Bend, IN 46619 | 50% Owner | Description: Manage real estate holdings | Beginning 6/2013 | 1 hour per month, 1 during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-26
• S63 Uniform Securities Agent State Law Examination
  2004-03-26

Designations

• Certified Financial Planner