Blue Harbor Wealth Management

What changed

Recruited to Lincoln Investment's broker-dealer and RIA platform with Paul Niemiec; pair reported advising on about $250 million in client assets.

Reported / discovered

Sep 3, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Not reported

Reported book

$250M

Reported team size

2 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.