Brian Edward Currie
Investment adviser representative at Wealthharbor Capital Group, LLC
21 yearsExperience
4 statesRegistered in
$334.7MFirm assets
22 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
- Pension consulting
Experience
21 years in the industry.
- Wealthharbor Capital Group, LLCMar 2021 to now
- Tcg Advisory Services LLCSep 2020 to now
- Montz Harcus Wealth ManagementAug 2019 to Sep 2020
- Iberia Wealth AdvisorNov 2018 to Aug 2019
- Hancock Whitney Wealth ManagerJul 2018 to Nov 2018
- Capital One Wealth ManagementDec 2005 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MS, TX).
Wealthharbor Capital Group, LLC
$334.7MAssets managed
252Clients
6Advisers
22 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
- 7170435
- Firm CRD
- 118614