Harbor Investment Advisory, LLC

Overview

Harbor Investment Advisory, LLC is a Broker Dealer and registered investment adviser based in Lutherville, MD, registered since 2010. It reports $6.9B in assets under management across 3,540 accounts, with 35 employees. Its 33 registered representatives work across 2 branch offices in 1 state.

Reported AUM

$6.9B

Discretionary

53%

Accounts

3,540

Average account

$1.9M

Employees

35

Registered reps

33

Branch offices

2

Registered since

2010

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• 8 more

Executive officers 3 of 4

• Fred Cregan Hill Jr President CRD 1639919
• Raymond Patrick Dean Treasurer, Secretary, Financial and Operations Principal CRD 2420032
• William Christopher Schadty Chief Compliance Officer CRD 2857651

1 more executive officer, with direct contact details

Registered reps 3 of 33

• Emily Reynolds Allison Registered Rep · Investment Adviser Rep CRD 6468202
• Champe S Andrews III Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2295654
• Daniel Lawrence Baker Registered Rep · Investment Adviser Rep CRD 6970624

30 more registered reps, with emails, phones and branch locations

Location

Headquarters

2330 W Joppa Rd Ste 160
Lutherville, MD 21093

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Branch offices

2 in 1 state, including Rockville, MD

Registrations

• SEC registered, limited liability company formed in Maryland
• Registered in 50 jurisdictions
• Website: harborinvestmentadvisory.com

Every state, with registration dates

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