Advisor at Harmony Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Christopher Iaquinto is a financial advisor at Harmony Asset Management LLC with over 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2013 to 2024 before joining Harmony Asset Management in 2026. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach that combines fundamental analysis with proprietary technical models and focuses on diversified, high-conviction portfolios.
Based on Harmony Asset Management LLC
Based on Harmony Asset Management LLC
Financial planning one-time fees starting at $5,000; Harmony Wealth Academy programs range from $97 to $5,000
$0 - $500,000: 2.00% $501,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% Above $3,000,000+: Negotiable
Certain advisory professionals receive commissions for insurance product sales
Additional financial planning work charged at $300/hour
Harmony Wealth Academy program fees ranging from $97 to $5,000 per program
Account minimum: $500,000 Fee-only: Financial planning fees typically start at $5,000 (one-time negotiated fee); additional hourly work charged at $300/hour
4600 West Cypress Street, Suite 110
Tampa, FL 33609
Florida
Harmony Asset Management LLC
2026 - Present (1 year)
Unemployed/retired
2024 - 2026 (2 years)
Morgan Stanley
2013 - 2024 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65
Tampa, FL
AURE Investments
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
Series 63, Series 65
Tampa, FL
RetireSharp Wealth Management, LLC
Series 65
Tampa, FL
CPA Synced Financial
CFP®, Series 63, Series 66
Tampa, FL
Capital Advisory Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
