Chad Jeremy Mast

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 05/2026
  Lpl Financial Llc
  Shererville, IN
• 02/2013 → 11/2018
  Independent Financial Partners
  Shererville, IN
• 09/2012 → Present
  Harvest Financial Planning Llc
  Schererville, IN
• 11/2018 → Present
  Private Advisor Group, Llc
  Schererville, IN

Previous Registrations

• 2013-02-06 → 2018-12-26
  Independent Financial Partners
  Shererville, IN

Other Businesses

1. Mr. Mast uses Harvest Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Mast is registered at, and is related to his investment services practice. Mr. Mast devotes about 200 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Mast devotes to activity providing investment services through PAG. 2. Mr. Mast is a notary public. Notarial services are separate and apart from Private Advisor Group.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-01

Designations

• Certified Financial Planner