Claim Profile
RH

Robert Barry Harwood

HARWOOD ADVISORY GROUP, LLC·LARGO, Florida
Unclaimed Profile
1940 EAST BAY DRIVE, LARGO, FL 33771CRD# 5356680Firm CRD# 166585
01

About

Robert Barry Harwood is a registered financial advisor based in LARGO, Florida, affiliated with HARWOOD ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DARWIN WEALTH MANAGEMENT, LLC
DARWIN WEALTH MANAGEMENT
AUM
$571M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5356680
Firm CRD# 166585
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LARGO?

Browse all registered financial advisors in LARGO, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Barry Harwood offer?
Robert Barry Harwood specializes in Financial Planning, Investment Management. Contact their office in LARGO, Florida for a consultation.
What are Robert Barry Harwood's credentials?
Robert Barry Harwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Barry Harwood located?
Robert Barry Harwood is based in LARGO, Florida, working with HARWOOD ADVISORY GROUP, LLC. Their office serves clients in the LARGO metropolitan area and surrounding communities.
How does Robert Barry Harwood charge for services?
Robert Barry Harwood's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARWOOD ADVISORY GROUP, LLC?
HARWOOD ADVISORY GROUP, LLC has approximately 15 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty