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Stephen Allen Schwarzman

HARVEST FUND ADVISORS LLC·WAYNE, Pennsylvania
Unclaimed Profile
100 WEST LANCASTER AVENUE, WAYNE, PA 19087CRD# 861435Firm CRD# 154425
01

About

Stephen Allen Schwarzman is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with HARVEST FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
HARVEST FUND ADVISORS LLC
HARVEST FUND ADVISORS LLC
AUM
$6.3B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HARVEST FUND ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 861435
Firm CRD# 154425
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Allen Schwarzman offer?
Stephen Allen Schwarzman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Stephen Allen Schwarzman's credentials?
Stephen Allen Schwarzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Allen Schwarzman located?
Stephen Allen Schwarzman is based in WAYNE, Pennsylvania, working with HARVEST FUND ADVISORS LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Stephen Allen Schwarzman charge for services?
Stephen Allen Schwarzman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST FUND ADVISORS LLC?
HARVEST FUND ADVISORS LLC has approximately 13 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAYNE
Robert Michael Mitchell — CONESTOGA CAPITAL ADVISORS, LLCWilliam Conaway Martindale — ADONDO CORPORATIONDuane Randall Dorazio — CONESTOGA CAPITAL ADVISORS, LLCMichelle Lynn Patterson — CONESTOGA CAPITAL ADVISORS, LLCRichard John Pinola — GPS INVESTMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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