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James Alan Blue

Private Harbour Investment Management & Counsel LLC.

Solon, OH

CRD 2703373

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Employer firm

Private Harbour Investment Management & Counsel LLC. CRD 146928

$169M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Private Harbour Investment Management & Counsel Llc.

Sagamore Hills, OH • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-20
TX RA APPROVED 2022-03-01
VA RA APPROVED 2022-03-01
OH RA APPROVED 2008-10-03
  • FL RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2022-03-01
  • VA RA
    APPROVED
    Since 2022-03-01
  • OH RA
    APPROVED
    Since 2008-10-03

Branch Locations

6240 Som Center Road, Suite 120, Solon, OH 44139 • 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
Private Harbour Investment Management & Counsel, Llc Solon OH 07/2008 Present
Previous Registrations
  • 2002-02-27 → 2008-08-04
    Greenleaf Capital Management Corp.
    Shaker Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-16
  • S65 Uniform Investment Adviser Law Examination
    1996-02-16
Designations
  • Chartered Financial Analyst
Other Names
  • James Alan Blue
  • James Blue

View on SEC IAPD

Nearby Firms

REDWOOD FINANCIAL NETWORK
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

ANNE-CATHERINE VINICKAS
WILLIAM WARD HOPE
NATHAN ADAM MACIEJOWSKI

Nearby Offices

REDWOOD FINANCIAL NETWORK · SOLON, OH
LPL FINANCIAL LLC · SOLON, OH
COMMONWEALTH FINANCIAL NETWORK · SOLON, OH

More in Solon, OH

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