Dario
Urbaez Moquete

Harbor Capital Advisors, Inc

CRD#7092309
Investment Advisor
in Chicago, IL

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About this Advisor

Dario Urbaez Moquete is a financial advisor based in Chicago, Illinois, working with Harbor Capital Advisors, Inc. Dario has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity, Santander Bank, Citizens Bank, Lift, Uber, Basilio'S Pizza, H&R Block, Availble Staffing Network (Temp Agency), Old Navy, Johnson And Wales (University), Ibkr, Fidelity Investments, Harbor Capital Advisors, Inc, and Harbor Funds Distributors, Inc. Dario has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Dario is part of Harbor Capital Advisors, Inc, which operates out of Chicago, Illinois. The firm has 2 offices and 236 employees. Harbor Capital Advisors, Inc manages assets totaling $64.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Harbor Capital Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 South Wacker Drive 34Th Floor
Chicago, IL 60606-4302

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Harbor Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$64,793,443,492

IL Average: $6,674,516,078
Total Number of Employees

236

IL Average: 44
Total Number of Accounts

14

IL Average: 2,564
Average Account Size

$4,628,103,107

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Dario Urbaez Moquete Work History

2025 - Present (0 year)

Harbor Capital Advisors, Inc

2025 - Present (0 year)

Harbor Funds Distributors, Inc

2021 - Present (4 years)

Fidelity Investments

2020 - 2021 (1 year)

Ibkr

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Fidelity

2017 - 2018 (1 year)

Santander Bank

2017 - 2017 (< 1 year)

Lift

2017 - 2017 (< 1 year)

Uber

2017 - 2019 (2 years)

Johnson And Wales (University)

2016 - 2016 (< 1 year)

Basilio'S Pizza

2016 - 2016 (< 1 year)

H&R Block

2015 - 2017 (2 years)

Citizens Bank

2015 - 2015 (< 1 year)

Availble Staffing Network (Temp Agency)

2015 - 2015 (< 1 year)

Old Navy

Disclosures

Please visit the SEC profile of Dario Urbaez Moquete to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harbor Capital Advisors, Inc

Simrin Dhillon
Chicago, IL
Dario Urbaez Moquete
Chicago, IL
Phillip Simcox
Chicago, IL
Patrick Sullivan
Chicago, IL
Timothy Buick
Fairfax Station, VA
Patrick Gianaras
Chicago, IL
Jacob Delmauro
Chicago, IL

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