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Blakely Harbor Advisors, LLC CRD 152249
$68.9M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Connecticut Financial Center 157 Church Street, 19Th Floor, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-09 |
Branch Locations
Connecticut Financial Center 157 Church Street, 19Th Floor, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blakely Harbor Advisors, Llc | Bainbridge Island | WA | 02/2009 | Present |
Elizabeth MacElwee Jones serves as the co-trustee of a private trust, and receives trustee fees in connection with that service. The sole beneficiary of the trust is a non-profit corporation to whom Blakely Harbor Advisors provides investment advice unrelated to the assets of the private trust. Elizabeth MacElwee Jones also serves on the investment committee of a non-profit corporation, and receives a stipend, consistent with the stipend provided to other members of the investment committee, in connection with that service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-09 |
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