Unclaimed Profile

Femi Taofik Shote

ASSET HARVEST GROUP, LLC·TYSONS CORNER, Virginia

Series 6, Series 7, Series 22, Series 63, Series 65Clean record23 years registeredASSET HARVEST GROUP, LLC

8000 TOWERS CRESCENT DRIVE, TYSONS CORNER, VA 22182CRD# 2250726Firm CRD# 122774

Profile Verification

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

Identity

Femi Taofik Shote · TYSONS CORNER, VA

Registration

CRD #2250726 · ASSET HARVEST GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET HARVEST GROUP, LLC

RETIREWISE CFP

Sep 2002 – Jan 2022

TYSONS CORNER, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · September 27, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET HARVEST GROUP, LLC

CRD 122774 · SEC 801-121266

AUM

$107M

Regulatory assets under management

Employees

158 client accounts

Services offered by ASSET HARVEST GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET HARVEST GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Femi Taofik Shote offer?

Femi Taofik Shote specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Femi Taofik Shote's credentials?

Femi Taofik Shote is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Femi Taofik Shote located?

Femi Taofik Shote is based in TYSONS CORNER, Virginia, last registered with ASSET HARVEST GROUP, LLC.

How does Femi Taofik Shote charge for services?

Femi Taofik Shote's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET HARVEST GROUP, LLC?

ASSET HARVEST GROUP, LLC has approximately 1 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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