Harbor Investment Advisory, LLC

Harbor Investment Advisory, LLC (CRD# 151085) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $1,315,001,241 in 1,251 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,315
    MILLION
  • Total Number of Accounts
    1,251
    ACCOUNTS
  • Average Account Value
    $1,051,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, IA, IL, MA, MD, ME, NJ, NY, PA, TX, VA

Financial Advisors at Harbor Investment Advisory, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Elizabeth B. Brennen
CRD#: 1678369
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Elizabeth Brennen (CRD# 1678369) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 18 years of experience in the finance industry. Elizabeth Brennen 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.

2
Geoffrey P. Burroughs
CRD#: 5379858
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Geoffrey Burroughs (CRD# 5379858) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 9 years of experience in the finance industry. Geoffrey Burroughs 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.

3
James W. Curran
CRD#: 1427652
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

James Curran (CRD# 1427652) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 30 years of experience in the finance industry. James Curran 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.

4
John T. Halleron
CRD#: 2467677
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

John Halleron (CRD# 2467677) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 19 years of experience in the finance industry. John Halleron 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.

5
Gregory E. Paranzino
CRD#: 2467850
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Gregory Paranzino (CRD# 2467850) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 22 years of experience in the finance industry. Gregory Paranzino 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.

6
Charles R. Ward
CRD#: 4304557
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Charles Ward (CRD# 4304557) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 15 years of experience in the finance industry. Charles Ward 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.

7
Robert W. Black
CRD#: 1497429
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Robert Black (CRD# 1497429) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 30 years of experience in the finance industry.

8
Deborah W. Cameron
CRD#: 1993410
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Deborah Cameron (CRD# 1993410) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 25 years of experience in the finance industry.

9
Fred C. Hill
CRD#: 1639919
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Fred Hill (CRD# 1639919) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 29 years of experience in the finance industry.

10
Lisa M. Howard
CRD#: 1960821
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Lisa Howard (CRD# 1960821) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 16 years of experience in the finance industry.

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