AdvisorOS Directory
Claim Profile
Unclaimed Profile
KD

Kimberly Beth Dellarocca

HARMONY WEALTH PARTNERS LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24Clean recordHARMONY WEALTH PARTNERS LLC
180 CANAL STREET, BOSTON, MA 02114CRD# 5033371Firm CRD# 330544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Beth Dellarocca · BOSTON, MA
Registration
CRD #5033371 · HARMONY WEALTH PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HARMONY WEALTH PARTNERS LLC
CRD 330544 · SEC 801-130381
AUM
$48M
Regulatory assets under management
Employees
2
50 client accounts
Services offered by HARMONY WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARMONY WEALTH PARTNERS LLC →
Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

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

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Kimberly Beth Dellarocca offer?
Kimberly Beth Dellarocca specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Kimberly Beth Dellarocca's credentials?
Kimberly Beth Dellarocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Beth Dellarocca located?
Kimberly Beth Dellarocca is based in BOSTON, Massachusetts, working with HARMONY WEALTH PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Kimberly Beth Dellarocca charge for services?
Kimberly Beth Dellarocca's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARMONY WEALTH PARTNERS LLC?
HARMONY WEALTH PARTNERS LLC has approximately 2 employees and manages $48M 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 at HARMONY WEALTH PARTNERS LLC

Matthew Stephen Morse
BOSTON, MA
Thomas Vincent Dunlap
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile