RIA Intelligence

BAY HARBOR WEALTH MANAGEMENT, LLC

CRD #294000 SEC #801-114123 HUNT VALLEY, MD 410-403-2060
SEC Registered
Total AUM
$336.9M
Discretionary
$336.9M
Employees
6
Clients
0
Accounts
1,324

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
SCOTT, LANCE, REIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Aug 11, 2025 REGISTERED

Notice Filings (10)

DE FL MD NC NH OR PA SC TX VA

Address

201 INTERNATIONAL CIRCLE
SUITE 520
HUNT VALLEY, MD 21030
United States
Phone: 410-403-2060