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Thomas Vincent Dunlap

HARMONY WEALTH PARTNERS LLC·BOSTON, Massachusetts
Clean record4 years registeredHARMONY WEALTH PARTNERS LLC
180 CANAL STREET, BOSTON, MA 02114CRD# 7501314Firm CRD# 330544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Vincent Dunlap · BOSTON, MA
Registration
CRD #7501314 · HARMONY WEALTH PARTNERS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

GRIMES & COMPANY
Jul 2025 – present
HARMONY WEALTH PARTNERS
Sep 2024 – Aug 2025
BOSTON, MA
CLARENDON PRIVATE LLC
Feb 2022 – Aug 2024
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · February 15, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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

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05

Frequently Asked Questions

What services does Thomas Vincent Dunlap offer?
Thomas Vincent Dunlap specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Thomas Vincent Dunlap's credentials?
Thomas Vincent Dunlap is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Vincent Dunlap located?
Thomas Vincent Dunlap 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 Thomas Vincent Dunlap charge for services?
Thomas Vincent Dunlap'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.
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Other Advisors at HARMONY WEALTH PARTNERS LLC

Kimberly Beth Dellarocca
BOSTON, MA
Matthew Stephen Morse
BOSTON, MA

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Research
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