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Bruce Mason

Harvest Financial Advisors, LLC

Cincinnati, OH

CRD 4525261

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Employer firm

Harvest Financial Advisors, LLC CRD 145552

$671M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Harvest Financial Advisors, Llc

8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-11-20
IN RA APPROVED 2010-05-19
OH RA APPROVED 2008-07-09
  • KY RA
    APPROVED
    Since 2024-11-20
  • IN RA
    APPROVED
    Since 2010-05-19
  • OH RA
    APPROVED
    Since 2008-07-09

Branch Locations

312 Walnut Street Suite 1600, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvest Financial Advisors, Llc Cincinnati OH 06/2008 Present
Previous Registrations
  • 2008-04-07 → 2008-06-11
    Haberer Registered Investment Advisor Inc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-04
  • S65 Uniform Investment Adviser Law Examination
    2008-04-04

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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