Unclaimed Profile

Kendall Mcgarry Harden

ATLAS WEALTH LLC·CINCINNATI, Ohio

SIE, Series 7TO, Series 63, Series 66Clean record5 years registeredATLAS WEALTH LLC

9301 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 7290313Firm CRD# 321832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kendall Mcgarry Harden · CINCINNATI, OH

Registration

CRD #7290313 · ATLAS WEALTH LLC · 5 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Sep 2024 – present

GEARHART & ASSOCIATES

Jul 2022 – Aug 2024

CINCINNATI, OH

RAYMOND JAMES & ASSOCIATES, INC.

Mar 2021 – Jul 2022

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 66

Registration record

First registered · March 30, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS WEALTH LLC

CRD 321832 · SEC 801-125856

AUM

$638M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by ATLAS WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATLAS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Kendall Mcgarry Harden offer?

Kendall Mcgarry Harden specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kendall Mcgarry Harden's credentials?

Kendall Mcgarry Harden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kendall Mcgarry Harden located?

Kendall Mcgarry Harden is based in CINCINNATI, Ohio, working with ATLAS WEALTH LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kendall Mcgarry Harden charge for services?

Kendall Mcgarry Harden'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 ATLAS WEALTH LLC?

ATLAS WEALTH LLC has approximately 7 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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