Unclaimed Profile

Robert Barry Harwood

HARWOOD ADVISORY GROUP, LLC·LARGO, Florida

Series 7, Series 66Clean record18 years registeredHARWOOD ADVISORY GROUP, LLC

1940 EAST BAY DRIVE, LARGO, FL 33771CRD# 5356680Firm CRD# 166585

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Barry Harwood · LARGO, FL

Registration

CRD #5356680 · HARWOOD ADVISORY GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL MANAGEMENT LLC

Jun 2026 – present

TRUSTMONT ADVISORY GROUP, INC.

Feb 2024 – present

TRUSTMONT ADVISORY GROUP, INC.

Oct 2021 – Mar 2022

TAMPA, FL

DARWIN WEALTH MANAGEMENT

Feb 2013 – Jul 2021

TAMPA, FL

TRUSTMONT ADVISORY GROUP, INC.

Apr 2008 – Feb 2014

GREENSBURG, PA

KALOS MANAGEMENT

Aug 2007 – Dec 2007

PONTE VEDRA BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 30, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DARWIN WEALTH MANAGEMENT, LLC

CRD 166585 · SEC 801-80103

AUM

$571M

Regulatory assets under management

Employees

3,636 client accounts

Services offered by DARWIN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DARWIN WEALTH MANAGEMENT, LLC →

Introduction

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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.

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