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Anthony John Harwood

Harwood Investment Strategies, L.L.C.

Monroe, MI

CRD 6731807

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Employer firm

Harwood Investment Strategies, L.l.c. CRD 135383

$62.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • 401(K) PLAN CONSULTATION

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

Current Employers
Harwood Investment Strategies, L.L.C.

214 E. Elm Ave, Suite #104, Monroe, MI 48162 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-07-07
OH RA APPROVED 2017-07-07
  • MI RA
    APPROVED
    Since 2017-07-07
  • OH RA
    APPROVED
    Since 2017-07-07

Branch Locations

214 E. Elm Ave, Suite #104, Monroe, MI 48162 • 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
Harwood Investment Strategies, Llc Monroe MI 01/2017 Present
Hcr-Manorcare Toledo OH 06/2008 01/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-07
  • S65 Uniform Investment Adviser Law Examination
    2017-07-07

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MONROE, MI
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