Gaye Clarke Lampert

Employer firm

Harvest Financial Advisors, LLC CRD 145552

$671M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2021 → Present
  Harvest Financial Advisors
  West Chester, OH
• 01/2011 → 01/2019
  Unemployed
  Estero, FL
• 01/2019 → 12/2020
  Legacy Family Office, Llc
  Estero, FL
• 12/2020 → 05/2021
  Unemployed
  Estero, FL

Previous Registrations

• 2021-08-06 → 2025-12-31
  Harvest Financial Advisors, Llc
  Naples, FL
• 2005-02-17 → 2007-11-05
  Nwf Advisory Services Inc
  Los Angeles, CA
• 2005-02-15 → 2007-07-02
  Osaic Wealth, Inc.
  Los Angeles, CA
  Los Angeles, CA
• 2002-09-05 → 2005-02-17
  Pgim Investments Llc
  Newbury Park, CA
• 2001-07-27 → 2002-07-12
  Deutsche Bank Securities Inc.
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-02
• S63 Uniform Securities Agent State Law Examination
  1984-04-13

Other Names

• Gaye Bjornson
• Gaye Susan Bjornson
• Gaye B. Clarke
• Gaye Bjornson Clarke
• Gaye Clarke Lambert
• Gaye Bjornson Lampert
• Gaye Clarke