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Joseph Francis Stowell Iii

HARVEST FUNDS MANAGEMENT, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
18 SEWALL STREET, MARBLEHEAD, MA 01945CRD# 4795450Firm CRD# 165979
01

About

Joseph Francis Stowell Iii is a registered financial advisor based in MARBLEHEAD, Massachusetts, affiliated with HARVEST FUNDS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARVEST FUNDS MANAGEMENT, LLC
HARVEST FUNDS MANAGEMENT, LLC
AUM
$44M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at HARVEST FUNDS MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REVENUE SHARE AGREEMENTS
Regulatory
SEC/IARD CRD# 4795450
Firm CRD# 165979
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Francis Stowell Iii offer?
Joseph Francis Stowell Iii specializes in Retirement Planning. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are Joseph Francis Stowell Iii's credentials?
Joseph Francis Stowell Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Stowell Iii located?
Joseph Francis Stowell Iii is based in MARBLEHEAD, Massachusetts, working with HARVEST FUNDS MANAGEMENT, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does Joseph Francis Stowell Iii charge for services?
Joseph Francis Stowell Iii's firm is compensated through percentage of aum, performance-based fees, other: revenue share agreements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST FUNDS MANAGEMENT, LLC?
HARVEST FUNDS MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $44M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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