Best Investors Account Sign in
Inactive

Michael Smith Aloian

Harmony Asset Management LLC

Scottsdale, AZ

Tampa, FL

Claim This Profile
Current Employers
Harmony Asset Management Llc

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-21
  • FL RA
    APPROVED
    Since 2022-01-21

Branch Locations

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

4600 West Cypress Suite 110, Tampa, FL 33607 • 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
Harmony Tampa FL 01/2022 Present
Charlotte State Bank & Trust Port Charlotte FL 03/2006 01/2022
  • 01/2022 → Present
    Harmony
    Tampa, FL
  • 03/2006 → 01/2022
    Charlotte State Bank & Trust
    Port Charlotte, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-31
  • S65 Uniform Investment Adviser Law Examination
    2020-01-31

View on SEC IAPD

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor