Best Investors Account Sign in
Inactive

Thomas Snyder

Harlow Wealth Management, Inc.

Vancouver, WA

CRD 7981766

Claim This Profile
Employer firm

Harlow Wealth Management, Inc. CRD 148315

$419M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Harlow Wealth Management, Inc.

400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-12
  • WA RA
    APPROVED
    Since 2024-09-12

Branch Locations

400 East Mill Plain Blvd. Suite 200, Vancouver, WA 98660 • 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
Harlow Wealth Management Vancouver WA 07/2023 12/2024
Harlow Wealth Management Vancouver WA 12/2022 07/2023
Binghamton University Binghamton NY 08/2022 05/2023
Pacific Lutheran University Parkland WA 08/2018 08/2022
Evergreen High School Vancouver WA 08/2014 06/2018
Great Falls Voyagers Great Falls MT 07/2023 09/2023
Harlow Wealth Management, Inc Vancouver WA 01/2025 Present
Harlow Insurance Agency, Llc Vancouver WA 01/2025 Present
  • 07/2023 → 12/2024
    Harlow Wealth Management
    Vancouver, WA
  • 12/2022 → 07/2023
    Harlow Wealth Management
    Vancouver, WA
  • 08/2022 → 05/2023
    Binghamton University
    Binghamton, NY
  • 08/2018 → 08/2022
    Pacific Lutheran University
    Parkland, WA
  • 08/2014 → 06/2018
    Evergreen High School
    Vancouver, WA
  • 07/2023 → 09/2023
    Great Falls Voyagers
    Great Falls, MT
  • 01/2025 → Present
    Harlow Wealth Management, Inc
    Vancouver, WA
  • 01/2025 → Present
    Harlow Insurance Agency, Llc
    Vancouver, WA
Other Businesses

Harlow Insurance Agency - 1/2025 - Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard

Nearby Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA

More in Vancouver, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor