Unclaimed Profile

Michael Howard Sharp

SHARP WEALTH ADVISORY, LLC·HORSHAM, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 6526 years registeredSHARP WEALTH ADVISORY, LLC

100 TOURNAMENT DRIVE, HORSHAM, PA 19044CRD# 2948922Firm CRD# 289325

Profile Verification

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

Identity

Michael Howard Sharp · HORSHAM, PA

Registration

CRD #2948922 · SHARP WEALTH ADVISORY, LLC · 26 years registered

Brand Profile

Not yet started

Career History

J. ALDEN ASSOCIATES, INC.

Jul 2022 – present

SHARP FINANCIAL

Nov 2017 – present

H.D. VEST ADVISORY SERVICES, INC

Jan 2000 – Dec 2017

Horsham, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 2000

Years registered · 26

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SHARP WEALTH ADVISORY, LLC

CRD 289325 · SEC 801-111775

AUM

$305M

Regulatory assets under management

Employees

362 client accounts

Services offered by SHARP WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHARP WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Howard Sharp offer?

Michael Howard Sharp specializes in Financial Planning, Investment Management. Contact their office in HORSHAM, Pennsylvania for a consultation.

What are Michael Howard Sharp's credentials?

Michael Howard Sharp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Howard Sharp located?

Michael Howard Sharp is based in HORSHAM, Pennsylvania, working with SHARP WEALTH ADVISORY, LLC. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.

How does Michael Howard Sharp charge for services?

Michael Howard Sharp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHARP WEALTH ADVISORY, LLC?

SHARP WEALTH ADVISORY, LLC has approximately 8 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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