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InnerHarbor Advisors LLC
420 Lexington Ave Suite 2920
New York, NY 10170
Advisor Profile
John O'Meara, CFP�
Name:  John O'Meara, CFP�

About InnerHarbor Advisors LLC

InnerHarbor Advisors is an independent advisory firm committed to our role as financial advocates for our clients. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Inner Harbor Advisors gets to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.

Our firm is driven by the belief that high ethical standards are needed now more than ever and should be the most important factor in the selection of a financial advisor.

Our offices are centrally located in The Graybar Building right above Grand Central. We welcome you to a free consultation at our offices to review your financial situation.
 

General Information

States Willing to do Business in:    NY,NJ,CT
I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    4
Name of Custodial Firm:    Pershing
States Licensed in:    New York
Work Experience:    Over 15 years experience in financial services, including 10 as a trader on the floor of the New York Stock Exchange before founding Inner Harbor Advisors (IHA). IHA is an independent financial advisory committed to providing business owners, individuals and families with financial clarity and success.
CRD#:    2985452
Gender:    Male
Years of Experience in Financial Services:    15
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Long Term Care, Life, Accident, Disability
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Managed Clients:    35
Firm's Number of Planning Clients:    25
Advisor's Number of Managed Clients:    25
Advisor's Number of Planning Clients:    25
Firm's Number of Clients:    40
Advisor's Number of Clients:    25
Assets Managed by Advisor:    $10,000,000
Assets Managed by Firm:    $15,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $250000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    0.75-1.25
 
 
 

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