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R. matthew Williams Novak

Harbor Investment Advisory, LLC

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About R. matthew Williams Novak

R. matthew Novak is an investment advisor representative at Harbor Investment Advisory, LLC. R. matthew Novak has been in the industry since February 2006. R. matthew Novak is registered with FINRA and the state of Maryland. The advisor's office is located in Lutherville, Maryland. Harbor Investment Advisory, LLC is a fee-only investment advisory firm that provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 29 investment advisor representatives and 14 licensed agents. The firm has $5.2 billion in assets under management.

Firm Information

R. matthew Novak is currently registered with Harbor Investment Advisory, LLC. Harbor Investment Advisory, LLC is an investment advisory firm formed in June 2009 that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is headquartered in Lutherville, Maryland, and has a total of 43 employees, including 14 licensed agents and 29 investment adviser representatives. As of 2023, the firm manages approximately $5.23 billion in assets for over 3,169 clients.
Harbor Investment Advisory, LLC

2330 W. JOPPA ROAD

LUTHERVILLE, MD 21093

$5.23B

Assets Under Management

34

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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R. matthew Novak’s Registration & Firm History

MD

02/15/2011 - Present

Harbor Investment Advisory, LLC (LUTHERVILLE MD)

MD

02/03/2006 - 02/24/2011

DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 03/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for R. matthew Williams Novak.
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