Michael David Schwitz
Financial advisor at Harbour Investments, Inc. · Venice, FL
Last updated 2026-10-10
Claim your profileMichael David Schwitz is a financial advisor at Harbour Investments, Inc. in Venice, FL, CRD 718643. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2017-01-31.
Registration
- CRD number
- 718643
- Registration status
- Active
- IAPD registration
- 2017-01-31
- Industry Experience
- 9 years
- Work Experience
- 37 years
- States registered
- FL
Licenses and exams
- Series 63
- Series 66
Work history
- 1988-11 to Present · Harbour Investments, Inc. · Madison, WI
- 1988-11 to Present · Ms Financial · Madison, WI
- 2011-06 to Present · Anu-Skin · Madison, WI
- 2017-01 to Present · Ms Financial · Venice, FL
Current employment
- Harbour Investments, Inc. · Madison, WI
Harbour Investments, Inc.
- Regulatory AUM
- $9,599,102,688
- Registered advisors
- 247
- Offices
- 150
- Clients per advisor
- 122.7 (High)
- Average AUM per client
- $316.7K (Low)
- High-net-worth client ratio
- 5.0% (Low)
Harbour Investments, Inc.: advisors, services and reported ETF investments
About
Michael David Schwitz is a financial advisor at Harbour Investments, Inc. in Venice, FL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 37 years of reported work history. Reported roles include Ms Financial, Anu-Skin, among others.
SEC disclosures list additional business and community activities: 1)ms Financial - Dba 2)independent Insurance Agent.
Harbour Investments, Inc.'s firm-level Form ADV reports 247 advisors across 150 offices; approximately 122.7 clients per advisor, average assets per client of $316,708, and regulatory AUM of $9.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $5.5B across 1,680 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael David Schwitz personally.
Reported ETF positions
Harbour Investments reports 1,680 ETF positions worth $5.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $285M |
| QQQ — Invesco QQQ Trust, Series 1 | $216M |
| SDVY — First Trust SMID Cap Rising Dividend Achievers ETF | $173.3M |
| AVEM — Avantis Emerging Markets Equity ETF | $114M |
| UCON — First Trust Smith Unconstrained Bond ETF | $104.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Harbour Investments's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $53.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $12.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | GSEW — Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $5.3M | Top 99.1% | Residual alpha +0.95% · Residual Sharpe 0.06 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $9.9M | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Harbour Investments, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
Location
Venice, FL
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 608-662-6100
- Website: harbourinv.com
- Youtube
Official record
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