Sean M Sundell
Investment adviser representative at Harbor Investment Advisory, LLC
10 yearsExperience
1 stateRegistered in
$6.9BFirm assets
16 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Harbor Investment Advisory, LLCMar 2026 to now
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- ReiJul 2021 to May 2023
- University of Maryland, Baltimore CountyJan 2021 to May 2023
- Kennedy Krieger InstituteAug 2020 to Jun 2021
- Sheppard Pratt Health SystemMar 2020 to Aug 2020
- Community College of Baltimore CountyAug 2019 to Jan 2021
- Towson VaporiumJul 2019 to Mar 2020
- Andy Nelson's BbqApr 2018 to Jul 2019
- Loyola University MarylandAug 2017 to Dec 2018
- Full Time Student - No WorkMay 2017 to Apr 2018
- Santoni's Marketplace and CateringApr 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Harbor Investment Advisory, LLC
$6.9BAssets managed
3,540Clients
31Advisers
16 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
- 7774604
- Firm CRD
- 151085