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Fremont James Knittle

Harbor Investment Advisory, LLC

Lutherville, MD

CRD 3206006

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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:

Current Employers
Harbor Investment Advisory, Llc

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2015-03-23
  • MD RA
    APPROVED
    Since 2015-03-23

Branch Locations

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • 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
Harbor Investment Advisory, Llc Lutherville MD 03/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-15
  • S66 Uniform Combined State Law Examination
    2011-04-15
Other Names
  • Fremont James Knittle

View on SEC IAPD

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Nearby Investors

ELIAS D. POE
ANDREW WILLIAM SULLIVAN
R. MATTHEW WILLIAMS NOVAK

Nearby Offices

BLACK DIAMOND FINANCIAL, LLC · LUTHERVILLE, MD
CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD
MORGAN STANLEY · Lutherville, MD

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