AdvisorOS Directory
Claim Profile
Unclaimed Profile
RA

Roberta Ambrosi

THE HARVEST GROUP WEALTH MANAGEMENT, LLC·WALTHAM, Massachusetts
Clean recordTHE HARVEST GROUP WEALTH MANAGEMENT, LLC
800 SOUTH STREET, WALTHAM, MA 02453CRD# 2369292Firm CRD# 283572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Ambrosi · WALTHAM, MA
Registration
CRD #2369292 · THE HARVEST GROUP WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roberta Ambrosi is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with THE HARVEST GROUP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Roberta

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

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

03

Firm Overview

Firm
THE HARVEST GROUP WEALTH MANAGEMENT, LLC
THE HARVEST GROUP
AUM
$186M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE HARVEST GROUP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2369292
Firm CRD# 283572
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

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

Browse WALTHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Roberta Ambrosi offer?
Roberta Ambrosi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Roberta Ambrosi's credentials?
Roberta Ambrosi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Ambrosi located?
Roberta Ambrosi is based in WALTHAM, Massachusetts, working with THE HARVEST GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Roberta Ambrosi charge for services?
Roberta Ambrosi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE HARVEST GROUP WEALTH MANAGEMENT, LLC?
THE HARVEST GROUP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $186M 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 THE HARVEST GROUP WEALTH MANAGEMENT, LLC

Laurie Ellen Ingwersen
WALTHAM, MA
Roger Henry Ingwersen
WALTHAM, MA

More Advisors in WALTHAM, Massachusetts

Christopher C Chandler
BALLENTINE PARTNERS, LLC·WALTHAM, MA
Ryan Darden Mcglothlin
RIVER AND MERCANTILE LLC·WALTHAM, MA
Adrian B Becker
SAVVI FINANCIAL LLC·WALTHAM, MA
Peter J. Grua
HLM MANAGEMENT CO., LLC·WALTHAM, MA
Tetyana Glynska Buescher
GL CAPITAL PARTNERS·WALTHAM, MA
Anthony Michael Ranaldi
DDJ CAPITAL MANAGEMENT LLC·WALTHAM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile