HARBOR ADVISORY CORPORATION
CRD #105151 SEC #801-8915 PORTSMOUTH, NH 603-431-5740
SEC Registered
Total AUM
$443.9M
Discretionary
$443.9M
Employees
3
Clients
101
Accounts
403
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, SARAH, K | I | DIRECTOR | NA | |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, DIRECTOR | NA | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, DIRECTOR | NA | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, DIRECTOR | NA | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, DIRECTOR | NA | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, DIRECTOR | NA | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK,DIRECTOR | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK | NA | |
| GORDON, JOAN, CLAIRE | I | CLERK | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD, ROLLINS | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | E | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER, WELD | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER & DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER, DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER, DIRECTOR | D | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER, DIRECTOR | C | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER, DIRECTOR | C | Control |
| BUTLER,, WELD, ROLLINS, TRUSTEE | I | PRESIDENT, TREASURER, DIRECTOR | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
| THE WELD R. BUTLER REVOCABLE TRUST | DE | SHAREHOLDER | C | |
| THE WELD R. BUTLER REVOCABLE TRUST | DE | SHAREHOLDER | C | |
| THE WELD R. BUTLER REVOCABLE TRUST | DE | SHAREHOLDER | C | |
| THE WELD R. BUTLER REVOCABLE TRUST | DE | SHAREHOLDER | C | |
| THE WELD R. BUTLER REVOCABLE TRUST | DE | SHAREHOLDER | C | |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK | C | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK | C | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK | B | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER | B | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER | B | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| ZIBINSKAS, DANIEL, ROBERT | I | SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| DEGAN, JOHN, JOSEPH | I | DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BUTLER, WELD, ROLLINS | I | THE WELD R. BUTLER REVOCABLE TRUST | E | Control |
| BUTLER, WELD, ROLLINS | I | THE WELD R. BUTLER REVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (10)
CA CT FL IL MA ME NH NY TX VT
Address
500 MARKET ST., STE 11PORTSMOUTH, NH 03801
United States
Phone: 603-431-5740