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Harbor Investment Advisory, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Harbor Investment Advisory, LLC operates in the financial services industry, providing investment portfolio design and comprehensive wealth management. The firm serves private clients, institutions, and family offices across the United States. Founded in 2009 and based in Maryland, it focuses on personalized attention and informed guidance for asset stewardship.

As a private and independent entity, Harbor Investment Advisory provides access to resources from leading research and asset management providers. It maintains a limited number of client relationships to deliver highly customized advice and service, coordinating with clients' tax and legal professionals to address wealth-management complexities. The firm maintains a smaller client base to preserve focus and objective guidance, avoiding the distractions of a larger organization.

Find Harbor Investment Advisory, LLC employees' phone numbers or email addresses

Harbor Investment Advisory, LLC Global Highlights

Location
Employees

North America
58

Minus sign iconPlus sign icon
  • United States Of America
    58

Harbor Investment Advisory, LLC's Leadership

  • Managing Director at Harbor Investment Advisory, LLC
    S. K.
    Managing Director
    Mobile Phone
  • Vice President, Financial Advisor at Harbor Investment Advisory, LLC
    N. W.
    Vice President, Financial Advisor
    Mobile Phone
  • Director at Harbor Investment Advisory, LLC
    A. S.
    Director
    Mobile Phone
  • Senior Wealth Strategist & Director Of Family Office Services at Harbor Investment Advisory, LLC
    Z. R.
    Senior Wealth Strategist & Director Of Family Office Services
    Mobile Phone
  • Director, Portfolio Manager at Harbor Investment Advisory, LLC
    C. F.
    Director, Portfolio Manager
    Mobile Phone
  • Client Relationship Manager at Harbor Investment Advisory, LLC
    P. M.
    Client Relationship Manager
    Mobile Phone
  • Marketing Manager at Harbor Investment Advisory, LLC
    K. S.
    Marketing Manager
    Mobile Phone
  • Cofounder at Harbor Investment Advisory, LLC
    R. B.
    Cofounder
    Mobile Phone

Harbor Investment Advisory, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Finance
  • Legal
  • Other

Contact profiles from Harbor Investment Advisory, LLC

Name
Title
Contact
Location
Last Update
  • Managing Director at Harbor Investment Advisory, LLC
    S. K.
    Managing Director
    Mobile Phone
    Oct 21, 2024
  • Vice President, Financial Advisor at Harbor Investment Advisory, LLC
    N. W.
    Vice President, Financial Advisor
    Mobile Phone
    Jun 27, 2026
  • Director at Harbor Investment Advisory, LLC
    A. S.
    Director
    Mobile Phone
    Jun 02, 2026
  • Senior Wealth Strategist & Director Of Family Office Services at Harbor Investment Advisory, LLC
    Z. R.
    Senior Wealth Strategist & Director Of Family Office Services
    Mobile Phone
    Mar 25, 2026
  • Director, Portfolio Manager at Harbor Investment Advisory, LLC
    C. F.
    Director, Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • Client Relationship Manager at Harbor Investment Advisory, LLC
    P. M.
    Client Relationship Manager
    Mobile Phone
    Jan 20, 2026
  • Marketing Manager at Harbor Investment Advisory, LLC
    K. S.
    Marketing Manager
    Mobile Phone
    Oct 22, 2024
  • Cofounder at Harbor Investment Advisory, LLC
    R. B.
    Cofounder
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Harbor Investment Advisory, LLC
    R. L.
    Financial Advisor
    Mobile Phone
    Jul 17, 2024
  • Employee at Harbor Investment Advisory, LLC
    W. B.
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Harbor Investment Advisory, LLC known for?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC was founded in 2009 and operates in the Financial Services industry. You can contact Harbor Investment Advisory, LLC's main corporate office by phone at
+1-410-659-****
. Explore Harbor Investment Advisory, LLC's company overview page for more information.

What is Harbor Investment Advisory, LLC's most common email format?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC employees' email format typically follows the pattern of FLast@harborinvestmentadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Harbor Investment Advisory, LLC email formats with LeadIQ.

How many employees does Harbor Investment Advisory, LLC have currently?

Minus sign iconPlus sign iconHarbor Investment Advisory, LLC has approximately 48 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Harbor Investment Advisory, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Harbor Investment Advisory, LLC's key employees include:

  • Managing Director: S. K.
  • Vice President, Financial Advisor: N. W.
  • Director: A. S.
  • Senior Wealth Strategist & Director Of Family Office Services: Z. R.
  • Director, Portfolio Manager: C. F.

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