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Anthony Natale Catanzarite

Harbour Investments, Inc.

South Bend, IN

CRD 2303812

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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:

Current Employers
Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-08-03
  • IN RA
    APPROVED
    Since 2016-08-03

Branch Locations

South Bend, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbour Investments, Inc Madison WI 11/2012 Present
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 Ct, South Bend, IN 46619 | 50% Owner/ Managing Partner | Description: Manage real estate holdings | Beginning 6/2013 | 1 hour per month, 1 hour during trading hours | Unpaid | Not investment related 4)Holy Catholic Parish | 56407 Mayflower Road, South Bend, IN 46619 | Marketing Campaign Chairman | Description: Work with the parish Priest, other directors and parishioners to raise money for the church | Beginning 7/2025 | 6 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-29
S63 Uniform Securities Agent State Law Examination 1993-01-06
  • S65 Uniform Investment Adviser Law Examination
    2016-07-29
  • S63 Uniform Securities Agent State Law Examination
    1993-01-06
Other Names
  • Tony Catanzarite

View on SEC IAPD

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