Unclaimed Profile

Donna Marie Zidwick

HARVEST INVESTMENT CONSULTANTS LLC·HUNT VALLEY, Maryland

Series 65, Series 66Clean record10 years registeredHARVEST INVESTMENT CONSULTANTS LLC

4 NORTH PARK DRIVE, HUNT VALLEY, MD 21030CRD# 5592177Firm CRD# 110258

Profile Verification

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

Identity

Donna Marie Zidwick · HUNT VALLEY, MD

Registration

CRD #5592177 · HARVEST INVESTMENT CONSULTANTS LLC · 10 years registered

Brand Profile

Not yet started

Career History

HARVEST INVESTMENT CONSULTANTS LLC

Jun 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Series 66

Registration record

First registered · June 17, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARVEST INVESTMENT CONSULTANTS LLC

CRD 110258 · SEC 801-31445

AUM

$448M

Regulatory assets under management

Employees

1,795 client accounts

Services offered by HARVEST INVESTMENT CONSULTANTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARVEST INVESTMENT CONSULTANTS LLC →

Introduction

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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.

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