Harlan Myles Flint

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 05/2013 → 03/2026
  Longview Asset Management Llc
  Santa Fe, NM
• 01/2026 → Present
  Ep Wealth Advisors, Llc
  Santa Fe, NM

Previous Registrations

• 2013-05-21 → 2026-03-23
  Longview Asset Management, Llc
  Santa Fe, NM
  Santa Fe, NM
  Santa Fe, NM
• 2010-05-03 → 2013-06-07
  Morgan Stanley
  Santa Fe, NM
  Santa Fe, NM

Other Businesses

Name:  Santa Fe Conservation Trust Investment Related: No Address: 4000 Kiva Ct, Suite B , Santa Fe, NM 87502 Nature: The Santa Fe Conservation Trust is helping to create a network of natural, open lands in and around our communities, forever protected for all living creatures. Position: Finance Committee Member Title: Finance Committee Member Start Date: 02/01/2025 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Monthly meetings (at most) by Zoom for roughly an hour, helping to oversee the organization's financial reporting and planning.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-29
• S63 Uniform Securities Agent State Law Examination
  1984-07-06