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William Bradford Moody

HARVEST FUNDS MANAGEMENT, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
18 SEWALL STREET, MARBLEHEAD, MA 01945CRD# 2643747Firm CRD# 165979
01

About

William Bradford Moody 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# 2643747
Firm CRD# 165979
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Bradford Moody offer?
William Bradford Moody specializes in Retirement Planning. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are William Bradford Moody's credentials?
William Bradford Moody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Bradford Moody located?
William Bradford Moody 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 William Bradford Moody charge for services?
William Bradford Moody'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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Other advisors in MARBLEHEAD
Alexander Schweickhardt — LITTLE HARBOR ADVISORS, LLCRobert Charles Barringer — MOODY ALDRICH PARTNERS, LLCScott Michael Spangler — MOODY ALDRICH PARTNERS, LLCJoseph Francis Stowell Iii — HARVEST FUNDS MANAGEMENT, LLCRichard Joseph Bonzagni — MOODY ALDRICH PARTNERS, LLC
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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