Paul
Fox
Harbor Investment Advisory, LLC
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About this Advisor
Paul Fox is a certified financial planner based in Lutherville Timonium, Maryland who has 6 years of industry experience. Fox is an advisor for Harbor Investment Advisory, LLC. Fox has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Harbor Investment Advisory, LLC. Fox has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Harbor Investment Advisory, LLC is a financial advisory business based in Lutherville Timonium, MD. The investment advisory business has a total of 34 employees. It handles $4 billion in assets under management between its 3,021 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 62 charities and foundations. Of its 3,021 client accounts, 52% belong to high-net-worth investors who have more than $1 million in assets. Harbor Investment Advisory, LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on the type of financial services provided. However, fees billed by Harbor Investment Advisory, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbor Investment Advisory, LLC Brokerage Details
$4,247,694,157
34
3,021
$1,406,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Fox Work History
Paul has been registered as a financial advisor for 6 years.*
Harbor Investment Advisory, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Fox 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 Investment Advisory, LLC
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
