President, Director · Harbor Advisory Corporation
Weld R. Butler
CRD 1923341 · Named on Form ADV at one SEC-registered adviser
At a glance
Harbor Advisory Corporation, an SEC-registered wealth manager based in Portsmouth, NH with $481 million in regulatory assets, lists Weld R. Butler on its Form ADV as President, Director, a control person.
Firms and roles
- Harbor Advisory CorporationPresident, DirectorWealth manager · Portsmouth, NH · $481M in regulatory assets
AtlasMembers
Weld’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John J. DeganDirector & Vice President, Chief Investment Officer, Harbor Advisory Corporation
- Daniel R. ZibinskasSenior Portfolio Manager, Director, Vice President, Treasurer, Clerk, Harbor Advisory Corporation
- Andrew S WarningChief Compliance Officer, Harbor Advisory Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Weld’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.