SAFE HARBOR WEALTH ADVISORS, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 284613). Regulatory assets under management: $167.2M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Cory Joseph Sickles | CEO; MANAGING MEMBER; PRESIDENT | — |
| Holly Veeck | CHIEF COMPLIANCE OFFICER | — |
| SICKLES CORY JOSEPH | MANAGING MEMBER | — |
| VEECK HOLLY | CHIEF COMPLIANCE OFFICER | — |