Mark Alexander Harasym

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 01/2011 → Present
  Gray & Harasym Llp
  San Luis Obispo, CA

Other Businesses

Business Ownership; Gray & Harasym, LLP; Partner; Tax Preparation; 952 Mill Street, , San Luis Obispo, CA, 93401; Not Investment-Related; 01/10/2011; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24

Other Names

• Mark Harasym