Bay Harbor Wealth Management, LLC

Bay Harbor Wealth Management, LLC (CRD# 294000) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $291,564,962 in 1,253 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
201 International Circle, Suite 520, Hunt Valley, MD 21030
http://www.bayharborwealth.com/
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $232,694
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, NH, OR, PA, SC, TX, VA

Financial Advisors at Bay Harbor Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Moran, financial advisor Hunt Valley MD
John F. Moran
CRD#: 5827028
201 International Circle, Suite 520, Hunt Valley, MD 21030

John Moran (CRD# 5827028) is an Investment Advisor Representative working at Bay Harbor Wealth Management, LLC in Hunt Valley, MD and has over 10 years of experience in the finance industry.

2
Lance Scott, financial advisor Hunt Valley MD
Lance R. Scott
CRD#: 5608446
201 International Circle, Suite 520, Hunt Valley, MD 21030

Lance Scott (CRD# 5608446) is an Investment Advisor Representative working at Bay Harbor Wealth Management, LLC in Hunt Valley, MD and has over 13 years of experience in the finance industry.

3
Andrew Anthony, financial advisor Hunt Valley MD
Andrew B. Anthony
CRD#: 7289891
201 International Circle, Suite 520, Hunt Valley, MD 21030

Andrew Anthony (CRD# 7289891) is an Investment Advisor Representative working at Bay Harbor Wealth Management, LLC in Hunt Valley, MD and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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