Weld Butler has been President, Director of Harbor Advisory since March 1986, is a control person of the firm and directly owns under 5% of it.
Harbor Advisory Corporation is a Portsmouth, NH firm with $481M under management, 144 clients and 3 advisers in one office, as of its May 2026 filing.
- Harbor Advisory CorporationCurrent– present · 30 yearsPortsmouth, NH · Adviser representative · Firm CRD 105151
Investment adviser representative registrations
Weld Butler is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 1996; the most recent is Texas, in March 2018.
- New HampshireSince 5 February 1996
- TexasResidentSince 1 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 16 July 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 1989 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Weld Rollins Butler
- CRD
- 1923341
- Firm
- Harbor Advisory · CRD 105151
- Role
- President, Director
- Office
- 500 MARKET STREET - SUITE 11, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Weld Butler work?
Weld Butler has been President, Director of Harbor Advisory Corporation since March 1986, and is a control person of the firm.
Is Weld Butler a financial advisor?
Yes. Weld Butler has a current investment-adviser registration in New Hampshire and Texas, through Harbor Advisory since February 1996.
How many years of experience does Weld Butler have?
Weld Butler has 30 years in the financial industry, since February 1996, across 1 adviser firm.
What exams has Weld Butler passed?
Weld Butler has passed 2 licensing exams: the Series 63 and Series 2. The earliest, the Series 63, was passed in January 1989.
Where is Weld Butler based?
Weld Butler’s registered office is in Portsmouth, NH.
Is Weld Butler registered with FINRA?
No. Weld Butler has no current broker registration.
How can I verify Weld Butler’s record?
Search CRD 1923341 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Weld Butler’s full registration record.
- John DeganDirector & Vice President, Chief Investment Officer
- Daniel ZibinskasSenior Portfolio Manager, Director, Vice President, Treasurer, Clerk
- Andrew WarningChief Compliance Officer