William Barton Basinski
Investment adviser representative at Harbour Investments, Inc.
10 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 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 assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Harbour Investments, Inc.Mar 2026 to now
- Koenig Financial GroupMar 2026 to now
- NordstromNov 2025 to Mar 2026
- Lake Union Hot Tub BoatsOct 2024 to Apr 2025
- Electric Boat CompanyAug 2023 to Oct 2025
- AflacMay 2023 to Aug 2023
- University of WashingtonSep 2021 to Jun 2025
- University PrepSep 2020 to Jun 2021
- Windermere CorpMay 2019 to Sep 2021
- Roosevelt High SchoolSep 2017 to Jun 2019
- Wa State House of RepApr 2017 to Apr 2017
- Eckstein Middle SchoolMar 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 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
- 8236306
- Firm CRD
- 19258