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Harbor Investment Advisory, LLC CRD 151085
$6.87B regulatory AUM 48 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primary Residential Mortgage | Baltimore | MD | 05/2022 | 06/2023 |
| Towson University | Towson | MD | 09/2019 | 05/2022 |
| Calvert Hall College High School | Towson | MD | 09/2015 | 09/2019 |
| Harbor Investment Advisory Llc | Lutherville | MD | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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