Dario Urbaez moquete
Investment adviser representative at Harbor Capital Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$67.6BFirm assets
25 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Harbor Capital Advisors, Inc.May 2025 to now
- Harbor Funds Distributors, Inc.May 2025 to now
- Fidelity InvestmentsMay 2021 to May 2025
- IbkrOct 2020 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Oct 2020
- FidelityJan 2018 to Mar 2019
- Johnson and Wales (university)Nov 2017 to Apr 2019
- LiftMay 2017 to Sep 2017
- UberMay 2017 to Sep 2017
- Santander BankFeb 2017 to Jan 2018
- Basilio's PizzaSep 2016 to Nov 2016
- Citizens BankDec 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Harbor Capital Advisors, Inc.
$67.6BAssets managed
27Clients
9Advisers
25 yearsIn 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
- 7092309
- Firm CRD
- 113042