SM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
42 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$159.6M
Fee Structure
This firm does not provide a fee schedule. Contact them directly for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
3250 NE 1st Ave., 3rd Floor, Suite #305, Miami, FL, 33137
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Harbor Ithaka
March 2025 - Present · 10 mos
Previous Registrations
Raymond James & Associates, INC.
November 2022 - September 2024 · 1 yr 10 mos
Raymond James & Associates, INC. Broker
November 2022 - September 2024 · 1 yr 10 mos
Morgan Stanley
August 2021 - November 2022 · 1 yr 3 mos
Morgan Stanley Broker
June 2021 - November 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC Broker
June 2021 - June 2021 · 0 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.