Marcos Alvaro
Investment adviser representative at Harbor Hills Financial Advisors
14 yearsExperience
1 stateRegistered in
$128MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Harbor Hills Financial AdvisorsMay 2023 to now
- Harbor Hills Inc.Oct 2021 to now
- JP Morgan SecuritiesOct 2012 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Harbor Hills Financial Advisors
Legal name: Harbor Hills, Inc.
$128MAssets managed
142Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5958295
- Firm CRD
- 312691