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CH

Chad M. Harding

HARBOR FUNDS DISTRIBUTORS
Chicago, IL 60606
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CRD#: 4705218
CH

Professional summary


Chad Matthew Harding, who also goes by Chad Matthew Harding, is a registered financial professional currently at HARBOR FUNDS DISTRIBUTORS, INC. located in Chicago, Illinois.

Chad is registered as a RR (Registered Representative) and started their career in finance in 2003. Chad has worked at 11 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chad Matthew Harding

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) - BD


Click below to view Chad Matthew Harding's 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

April 28, 2023 - Present

HARBOR FUNDS DISTRIBUTORS, INC.

Office #1: 111 South Wacker Drive 34th Floor, Chicago, IL 60606
BD
CRD#: 113506
Chicago, IL
Past

September 22, 2017 - April 20, 2023

FRED ALGER & COMPANY, LLC

BD
CRD#: 5300
NEW YORK, NY
Past

August 20, 2014 - September 22, 2017

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

RIA
CRD#: 110353
BROOMFIELD, CO
Past

August 20, 2014 - July 4, 2017

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
NEW YORK, NY
Past

December 17, 2012 - July 29, 2014

CALAMOS ADVISORS LLC

RIA
CRD#: 105758
NAPERVILLE, IL
Past

June 14, 2011 - December 12, 2012

CALAMOS WEALTH MANAGEMENT LLC

RIA
CRD#: 143490
NAPERVILLE, IL
Past

June 13, 2011 - July 29, 2014

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

December 10, 2008 - July 27, 2011

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
BOSTON, MA
Past

April 1, 2005 - June 7, 2011

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
NEW YORK, NY
Past

November 21, 2003 - February 10, 2005

RYAN BECK & CO.

RIA
CRD#: 3248
CHERRY HILL, NJ
Past

November 21, 2003 - February 10, 2005

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

October 28, 2003 - November 3, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MARLTON, NJ
Past

October 3, 2003 - November 3, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/28/2023)
RR
Alaska
(4/28/2023)
RR
Arizona
(4/28/2023)
RR
Arkansas
(4/28/2023)
RR
California
(4/28/2023)
RR
Colorado
(4/28/2023)
RR
Connecticut
(4/28/2023)
RR
Delaware
(4/28/2023)
RR
District of Columbia
(4/28/2023)
RR
Florida
(4/28/2023)
RR
Georgia
(4/28/2023)
RR
Hawaii
(4/28/2023)
RR
Idaho
(4/28/2023)
RR
Illinois
(4/28/2023)
RR
Indiana
(4/28/2023)
RR
Iowa
(4/28/2023)
RR
Kansas
(4/28/2023)
RR
Kentucky
(4/28/2023)
RR
Louisiana
(4/28/2023)
RR
Maine
(4/28/2023)
RR
Maryland
(4/28/2023)
RR
Massachusetts
(4/28/2023)
RR
Michigan
(4/28/2023)
RR
Minnesota
(4/28/2023)
RR
Mississippi
(4/28/2023)
RR
Missouri
(4/28/2023)
RR
Montana
(4/28/2023)
RR
Nebraska
(4/28/2023)
RR
Nevada
(4/28/2023)
RR
New Hampshire
(4/28/2023)
RR
New Jersey
(4/28/2023)
RR
New Mexico
(4/28/2023)
RR
New York
(4/28/2023)
RR
North Carolina
(4/28/2023)
RR
North Dakota
(4/28/2023)
RR
Ohio
(4/28/2023)
RR
Oklahoma
(4/28/2023)
RR
Oregon
(4/28/2023)
RR
Pennsylvania
(4/28/2023)
RR
Puerto Rico
(4/28/2023)
RR
Rhode Island
(4/28/2023)
RR
South Carolina
(4/28/2023)
RR
South Dakota
(4/28/2023)
RR
Tennessee
(4/28/2023)
RR
Texas
(4/28/2023)
RR
Utah
(4/28/2023)
RR
Vermont
(4/28/2023)
RR
Virgin Islands
(4/28/2023)
RR
Virginia
(4/28/2023)
RR
Washington
(4/28/2023)
RR
West Virginia
(4/28/2023)
RR
Wisconsin
(4/28/2023)
RR
Wyoming
(4/28/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/27/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HF
HARBOR FUNDS DISTRIBUTORS, INC.
BCA SECURITIES, INC. | HCA SECURITIES, INC. | HARBOR FUNDS DISTRIBUTORS, INC.

CRD#: 113506 / SEC#: , 8-53339

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
111 South Wacker Drive 34th Floor, Chicago, IL 60606
Mailing Address
111 South Wacker Drive 34th Floor, Chicago, IL 60606
Phone number
(312) 443-4420
Established
Delaware since 02/21/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HARBOR CAPITAL ADVISORS, INC.SHAREHOLDER
HALABY, JOHN STEVEPRESIDENT AND DIRECTOR2543904
KUNKEL, JACOB JEFFREYCHIEF FINANCIAL OFFICER AND TREASURER6108628
MCCAIN, CHARLES FREDERICKCHIEF EXECUTIVE OFFICER AND DIRECTOR4865638
NEE, STEPHANIE ANNCHIEF COMPLIANCE OFFICER4968097

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.

Company Information


HARBOR FUNDS DISTRIBUTORS, INC.

CRD#: 113506Chicago, IL 60606

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