Elias PoeCRD Number: 364849
Current Firm: Harbor Investment Advisory, LLC
Elias Poe (CRD# 364849) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 41 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Harbor Investment Advisory, LLC||Lutherville, MD||Sep 2017 - Current||4|
|Morgan Stanley Smith Barney||Towson, MD||Jun 2009 - Sep 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1980|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management4,663MILLIONS
Total Number of Accounts2,833ACCOUNTS
Average Account Value$1,645,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
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