Scott Hahn, financial advisor Lutherville-Timonium MD

Scott Hahn

CRD Number: 5797603
Current Firm: Harbor Investment Advisory, LLC

Scott Hahn (CRD# 5797603) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 11 years of experience in the finance industry. Scott Hahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harbor Investment Advisory, LLC Lutherville Timonium, MD Oct 2018 - Current 5
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Oct 2018 2
Webber Messick Baltimore, MD Jul 2012 - Oct 2018 6
Nfp Securities, Inc. Balitmore, MD Nov 2012 - Apr 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Scott G. Hahn
Phone Number: 410-659-8900
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    5,229
    MILLIONS
  • Total Number of Accounts
    3,169
    ACCOUNTS
  • Average Account Value
    $1,649,913
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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