Scott Leabman has been Vice President of Harbor Asset Planning since January 1992, is a control person of the firm and directly owns between 25% and 50% of it.
Harbor Asset Planning, Inc. is a firm with $187M under management, 99 clients and 1 adviser in one office, as of its January 2026 filing.
- Harbor Asset Planning, Inc.Current– present · 18 yearsBelmont, MA · Adviser representative · Firm CRD 144944
Investment adviser representative registrations
Scott Leabman is registered as an investment adviser representative in Massachusetts, since October 2007.
- MassachusettsSince 30 October 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Howard Leabman
- CRD
- 5296025
- Firm
- Harbor Asset Planning · CRD 144944
- Role
- Vice President
- Office
- Belmont, MA
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Leabman work?
Scott Leabman has been Vice President of Harbor Asset Planning, Inc. since January 1992, and is a control person of the firm.
Is Scott Leabman a financial advisor?
Yes. Scott Leabman has a current investment-adviser registration in Massachusetts, through Harbor Asset Planning since October 2007.
How many years of experience does Scott Leabman have?
Scott Leabman has 18 years in the financial industry, since October 2007, across 1 adviser firm.
What exams has Scott Leabman passed?
Scott Leabman passed the Series 65 in October 2007.
Where is Scott Leabman based?
Scott Leabman’s registered office is in Belmont, MA.
Is Scott Leabman registered with FINRA?
No. Scott Leabman has no current broker registration.
How can I verify Scott Leabman’s record?
Search CRD 5296025 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Leabman’s full registration record.
