Adviser and broker representative · Harbor Investment Advisory, LLC
James W. Curran III
CRD 1427652 · Lutherville, MD
At a glance
James W. Curran III is an investment adviser representative with Harbor Investment Advisory, LLC in Lutherville, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1991, about 34 years ago. James is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Harbor Investment Advisory, LLCSince March 2015Lutherville, MD · $6.9B in regulatory assets
SEC adviser record
- Registered since
- 1991 (34 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’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
- 3 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.