Advisor at Smartharvest Portfolios
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.
Firm
Smartharvest Portfolios
Location
Seattle, WA
Credentials
Series 66
Industry experience
11 years
Fixed fees reported in SEC Form ADV Part 1 but no specific amounts stated in brochure.
$0+: 0.05% annually +: 0.2% annually
Hourly charges reported in SEC Form ADV Part 1 but no specific rates stated in brochure.
Smartharvest Portfolios
2024 - Present (2 years)
Consultant / Self-Employed
2024 - Present (2 years)
Catalina Capital Group LLC
2020 - 2024 (4 years)
Consultant / Self Employed
2019 - 2020 (1 year)
Eaton Vance Management
2016 - 2019 (3 years)
Parametric Portfolio Associates
2016 - 2019 (3 years)
Eaton Vance Distributors, Inc.
2016 - 2019 (3 years)
Consultant / Self Employed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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