Harbor View Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Neptune Beach, Florida
CRD number
151817
Registered since
October 8, 2010

Firm profile

FINTRX

Overview

Harbor View Advisors, LLC is organized as a limited liability company and is listed with an SEC registration year of 2010. FINTRX classifies the firm as an investment bank and records its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not recorded as a pension consultant or related adviser. It is also not flagged as a multi-state adviser or as a newly formed adviser. FINTRX does not supply specifics on Harbor View Advisors’ client base, fee schedules, core business lines, or detailed advisory activities, so public reporting about its service model and target client segments is limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Douglas Moffitt

    Douglas Moffitt

    Managing DirectorCRD 1412097

  • Lori Adams

    Lori Adams

    Operations SpecialistCRD 1753373

  • Carolyn Mathis

    Carolyn Mathis

    PartnerCRD 1785632

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Neptune Beach, FL

Duval

Location

Neptune Beach, FL

Headquartered in Neptune Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
310 3rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth