AdvisorOS Directory
Claim Profile
DZ

Donna Marie Zidwick

HARVEST INVESTMENT CONSULTANTS LLC·HUNT VALLEY, Maryland
Unclaimed Profile
4 NORTH PARK DRIVE, HUNT VALLEY, MD 21030CRD# 5592177Firm CRD# 110258
01

About

Donna Marie Zidwick is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with HARVEST INVESTMENT CONSULTANTS 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
HARVEST INVESTMENT CONSULTANTS LLC
HARVEST INVESTMENT CONSULTANTS LLC
AUM
$448M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HARVEST INVESTMENT CONSULTANTS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5592177
Firm CRD# 110258
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNT VALLEY?

Browse all registered financial advisors in HUNT VALLEY, Maryland or claim this profile if it's yours.

Browse HUNT VALLEY AdvisorsAre you this advisor? Claim profile

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 Donna Marie Zidwick offer?
Donna Marie Zidwick specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Donna Marie Zidwick's credentials?
Donna Marie Zidwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Marie Zidwick located?
Donna Marie Zidwick is based in HUNT VALLEY, Maryland, working with HARVEST INVESTMENT CONSULTANTS LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Donna Marie Zidwick charge for services?
Donna Marie Zidwick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST INVESTMENT CONSULTANTS LLC?
HARVEST INVESTMENT CONSULTANTS LLC has approximately 10 employees and manages $448M 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 →
Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile