Harbor View Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
12
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 SEC-registered since 2010. FINTRX classifies the firm as an investment bank and records the owner type as a mix of a domestic entity and an individual. The database flags the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser. Public disclosures available through the source are sparse: specific business lines, advisory activities, client types and fee arrangements were not provided in the dataset. FINTRX likewise does not list any activities or affiliations for the firm.

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 12
  • Tyler Eure

    Tyler Eure

    Vice PresidentCRD 5987720

  • Jonathan Hollis

    Jonathan Hollis

    Vice PresidentCRD 6247824

  • Carson King

    Carson King

    AssociateCRD 6943891

Unlock 9 more contacts

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