RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• I•••• C••••••
- Designations
- AIFreportedgoodharboradvisors.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Donna Crocker is an Accredited Investment Fiduciary® (AIF®), Partner and President of Good Harbor Advisors.”reportedgoodharboradvisors.comthe sentence on the bio page
- Professional profile
- goodharboradvisors.com/team/donna-crockerreportedgoodharboradvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• F•••••••• L•• BD affiliated currentsince Jul 28, 2025 · Gloucester, Ma
- G••• H••••• A•••••••• I••• independent RIA currentsince Apr 23, 2007 · Gloucester, Ma
- I• A••••••• S•••••••• I••• formerMar 29, 2018 to Mar 12, 2025 · Gloucester, Ma
- N••• F•••••••• G••••• I••• formerApr 2, 2007 to Dec 31, 2008 · Houston, Tx
- O•••• W•••••• I••• BD affiliatedApr 15, 2004 to May 24, 2007 · Wakefield, Ma
- I• A••••••• S•••••••• I••• to L•• F•••••••• L••left Mar 12, 2025, registered Jul 28, 2025 (138 days) · corporate re-registration, not a move
- N••• F•••••••• G••••• I••• to G••• H••••• A•••••••• I•••left Dec 31, 2008, registered Apr 23, 2007 (-618 days) · Other
- O•••• W•••••• I••• to N••• F•••••••• G••••• I•••left May 24, 2007, registered Apr 2, 2007 (-52 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address