Safe Harbor Wealth Management, LLC

Safe Harbor Wealth Management, LLC (CRD# 156743) is a financial advisory firm headquartered in Dublin, OH. They manage $21,144,000 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6099 Frantz Road, Dublin, OH 43017
http://www.safeharboroh.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $78,602
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

FL, OH

Financial Advisors at Safe Harbor Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Sickles, financial advisor Dublin OH
Gary J. Sickles
CRD#: 5922131
6099 Frantz Road, Dublin, OH 43017

Gary Sickles (CRD# 5922131) is an Investment Advisor Representative working at Safe Harbor Wealth Management, LLC in Dublin, OH and has over 13 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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