Bay Harbor Wealth Management, LLC

CRD 294000 · Hunt Valley, MD · $412.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 294000
SEC number: 801-114123
Firm type: RIA
Assets under management: $412.0M as of Mar 20, 2026
Website: x.com/bayharborwealth ↗
Phone: 410-403-2060
Address: 201 International Circle, Hunt Valley, MD, 21030

Advisors at this firm

3 in our index · page 1 of 1

Andrew Benjamin AnthonyCRD 7289891 · Hunt Valley, MD

IA Registered
John Francis MoranCRD 5827028 · Hunt Valley, MD

IA RegisteredRegistration inactive
Lance Reid ScottCRD 5608446 · Hunt Valley, MD

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 294000 ↗ FINRA BrokerCheck record for firm CRD 294000 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.