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).
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Total Assets Under Management292MILLION
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Total Number of Accounts1,253ACCOUNTS
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Average Account Value$232,694
- 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
- Selection of other advisers (including private fund managers)
DE, FL, MD, NC, NH, OR, PA, SC, TX, VA
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.
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.
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.