FLAHARTY ASSET MANAGEMENT, LLC

CLEARWATER, Florida·5 registered advisors·CRD# 168495
SEC# 801-784371727-252-1050
01

Firm Overview

AUM
$761M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FLAHARTY ASSET MANAGEMENT, LLC

5 registered advisors
Cindy Suzanne Smith
CLEARWATER, Florida
John Hunter Orr
CLEARWATER, Florida
CFA
Lucy Kelley Cornelison
CLEARWATER, Florida
Melissa Mita Robinson
CLEARWATER, Florida
Shon Edward Flaharty
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
5 advisors

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Data sourced from SEC Form ADV filings. FLAHARTY ASSET MANAGEMENT, LLC (CRD# 168495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.