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David Walter Juliano

Stonehearth Capital Management

Danvers, MA

CRD 3164953

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Employer firm

Stonehearth Capital Management CRD 128866

$425M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FINANCIAL CONSULTING SERVICES

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

Current Employers
Stonehearth Capital Management

100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-31
MA RA APPROVED 2016-01-11
  • TX RA
    APPROVED
    Since 2016-10-31
  • MA RA
    APPROVED
    Since 2016-01-11

Branch Locations

100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 • 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
Stonehearth Capital Management Danvers MA 01/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-26
  • S63 Uniform Securities Agent State Law Examination
    1999-02-26
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano

Nearby Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA

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