BBB Accredited Business Profile

Bay Harbor Wealth Management

Bay Harbor Wealth Management

(410) 403-2060

Bay Harbor Wealth Management

7 years in business
201 International Circle
STE 200
Hunt Valley, MD 21030
Fax Numbers
  • (443) 281-8377
Additional Email Addresses
BBB File Opened: 03/14/2012
Business Started: 03/23/2011
Business Incorporated: 03/23/2011 in MD
Type of Entity
Limited Liability Company (LLC)
Contact Information
  • Principal: Mr. Lance Scott, Owner
  • Ms. Anita Duncan, Director of Client Services
Business Category
  • Financial Services
  • Investment Advisory Services
  • Investment Management
  • Business Consultant
  • Estate Planning and Management
  • Tax Consultant

Additional Information
  • According to company's website, "Investment Advisory Services Offered Through Global Financial Private Capital, LLC an SEC Registered Investment Adviser." (Link:
Products & Services
This company offers Financial Services, Retirement Planning, Investment Planning, Asset Protection, 401K Services, Tax Planning, and Estate Planning.
Alternate Business Names
  • Bay Harbor Wealth Management, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 100014166 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020

Number of Employees: 
BBB accredited business



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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Bay Harbor Wealth Management

Bay Harbor Wealth Management


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