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Gary Chadwick Harrison

Oneascent Wealth Management

Birmingham, AL

CRD 7491400

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Employer firm

Oneascent Wealth Management CRD 308057

$476M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Oneascent Wealth Management

100 Grandview Place, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-02-17
  • AL RA
    APPROVED
    Since 2022-02-17

Branch Locations

100 Grandview Place, Birmingham, AL 35243 • 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
Clanton Middle School Clanton AL 08/2008 12/2021
Oneascent Weatlh Management Birmingham AL 01/2022 Present
  • 08/2008 → 12/2021
    Clanton Middle School
    Clanton, AL
  • 01/2022 → Present
    Oneascent Weatlh Management
    Birmingham, AL
Other Businesses

1. Insurance license; investment related; start date 3/1/2025; approximately 10 hours / month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-17
  • S65 Uniform Investment Adviser Law Examination
    2022-02-17

View on SEC IAPD

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