James A. Blue

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

SOLON, OH 44139

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CRD#: 2703373

Professional summary

James Alan Blue II, who also goes by James Blue, is a registered financial advisor currently at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. located in Solon, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 2 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Blue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Alan Blue II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2008 - Present

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Office #1: 6240 Som Center Road, Suite 120, Solon, OH 44139

RIA

CRD#: 146928

SOLON, OH

Past

February 27, 2002 - August 4, 2008

GREENLEAF CAPITAL MANAGEMENT CORP.

RIA

CRD#: 105177

SHAKER HEIGHTS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

PRIVATE HARBOUR | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

CRD#: 146928 / SEC#: 801-69044

RIA

Registered Investment Advisory firm - (4/28/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/10/2022)

IAR

Ohio
(10/3/2008)

IAR

Texas
(3/1/2022)

IAR

Virginia
(3/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/16/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 12/29/1995

Non-Member General Securities Examination

Current Firm

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

PRIVATE HARBOUR | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

CRD#: 146928 / SEC#: 801-69044

RIA

Registered Investment Advisory firm - (4/28/2008 Approved)

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Contact information

Main Address

Sagamore Hills, OH

Mailing Address

Phone number

(216) 292-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC - FORM ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 173,479,403

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James A. Blue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Alan Blue II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

GREENLEAF CAPITAL MANAGEMENT CORP.

Primary Firm SEC Registration

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/1996

Series 2

Date: 12/29/1995

Current Firm

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

TRUST BUT VERIFY

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