Robert Earle Laubach

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

• 08/2016 → 11/2016
  Harbor Investment Advisory, Llc
  Lutherville, MD
• 11/2016 → Present
  Harbor Investment Advisory, Llc
  Lutherville, MD

Previous Registrations

• 2002-07-25 → 2016-08-26
  Wells Fargo Clearing Services, Llc
  Lutherville, MD
  Lutherville, MD
  Hunt Valley, MD
• 2000-09-18 → 2002-07-31
  Deutsche Bank Securities Inc.
  Towson, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-06
• S63 Uniform Securities Agent State Law Examination
  1984-01-09

Designations

• Chartered Financial Consultant