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Robert Earle Laubach

Harbor Investment Advisory, LLC

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About Robert Earle Laubach

Robert Earle Laubach is a financial advisor with over 48 years of experience in the industry. Robert is currently registered with Harbor Investment Advisory, LLC. Prior to joining Harbor Investment Advisory, LLC, Robert was registered with WELLS FARGO ADVISORS, LLC, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, ALEX. BROWN & SONS INCORPORATED, CLARK, MELVIN & COMPANY, INC. and FIDELITY MANAGEMENT CO. Robert specializes in providing financial planning, pension consulting, and selection of other advisers to corporations, businesses, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert is a Chartered Financial Consultant.

Firm Information

Robert Laubach 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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Robert Laubach’s Registration & Firm History

MD

02/13/2017 - Present

Harbor Investment Advisory, LLC (Lutherville MD)

MD

07/25/2002 - 08/26/2016

WELLS FARGO ADVISORS, LLC (TOWSON MD)

NY

01/13/2001 - 07/31/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NA

11/29/1983 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

NA

12/03/1969 - 12/09/1983

CLARK, MELVIN & COMPANY, INC.

NA

05/26/1970 - 01/10/1974

FIDELITY MANAGEMENT CO

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Licenses & Designations

IA

Issued 10/06/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

BC

Issued 11/26/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Earle Laubach. Review regulatory record here.
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