President · Harbor Investment Advisory, LLC
Fred Cregan Jr Hill
CRD 1639919 · Named on Form ADV at one SEC-registered adviser
At a glance
Harbor Investment Advisory, LLC, an SEC-registered broker-dealer firm based in Lutherville, MD with $6.9 billion in regulatory assets, lists Fred Cregan Jr Hill on its Form ADV as President, a control person.
Firms and roles
- Harbor Investment Advisory, LLCPresidentBroker-dealer firm · Lutherville, MD · $6.9B in regulatory assets
AtlasMembers
Fred’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Fred’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert Wilmer III BlackVice President, Harbor Investment Advisory, LLC
- Raymond Patrick DeanTreasurer and Secretary, Finop, Principal Financial Officer, Principal Operations Officer, Harbor Investment Advisory, LLC
- William Christopher SchadtyChief Compliance Officer, Harbor Investment Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Fred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.