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Elizabeth Sims Duff

Harbour Capital Advisors, LLC

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About Elizabeth Sims Duff

Elizabeth Duff is a registered investment advisor representative with Harbour Capital Advisors, LLC, located in Tysons Corner, VA. Elizabeth has been in the industry since 1998 and has experience in various roles including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and BANC of America Securities LLC. Elizabeth has passed the Series 7, 63 and 66 exams and is currently registered in Virginia. Elizabeth specializes in financial planning, portfolio management for individuals and pooled investment vehicles and family office services.

Firm Information

Elizabeth Duff is currently registered with Harbour Capital Advisors, LLC. Harbour Capital Advisors, LLC is a registered investment advisor based in Tysons Corner, Virginia. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and family office services. The firm primarily serves high-net-worth individuals and manages approximately $579.7 million in assets.
Harbour Capital Advisors, LLC

1595 SPRING HILL ROAD

TYSONS CORNER, VA 22182

$579.74M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Duff’s Registration & Firm History

VA

08/01/2011 - Present

Harbour Capital Advisors, LLC (TYSONS CORNER VA)

VA

10/23/2009 - 02/04/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)

VA

09/05/2001 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)

NY

04/07/1998 - 09/26/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Sims Duff.
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