HARBOR CAPITAL ADVISORY SERVICES, INC.
CRD #146693 SEC #801-70674 FAIRPORT, NY 585-425-4090 EXT. 2
SEC Registered
Total AUM
$70.7M
Discretionary
$31.9M
Employees
4
Clients
11
Accounts
326
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| LEACH, JENNY, LEE | I | CHIEF OPERATING OFFICER | NA | |
| MONTE, DANIEL, A | I | VICE PRESIDENT | NA | Control |
| MONTE, DANIEL, A | I | VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | NA | Control |
| MONTE, DANIEL, A | I | VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | NA | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, FRANK, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, JEREMY, T | I | DIRECTOR | D | Control |
| MONTE, JEREMY, T | I | DIRECTOR | D | Control |
| MONTE, JEREMY, T | I | OWNER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, JEREMY, T | I | OWNER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MONTE, JEREMY, T | I | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 19, 2018 REGISTERED
Notice Filings (2)
NY TX
Address
10 EAST CHURCH STREETFAIRPORT, NY 14450
United States
Phone: 585-425-4090 EXT. 2