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Michael Jason Meily

Harvest Investment Consultants LLC

Hunt Valley, MD

CRD 3168526

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Employer firm

Harvest Investment Consultants LLC CRD 110258

$549M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Harvest Investment Consultants Llc

4 North Park Drive Ste 510, Hunt Valley, MD 21030 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2009-03-19
MD RA APPROVED 2008-09-15
PA RA APPROVED 2008-09-15
VA RA APPROVED 2008-09-15
  • DC RA
    APPROVED
    Since 2009-03-19
  • MD RA
    APPROVED
    Since 2008-09-15
  • PA RA
    APPROVED
    Since 2008-09-15
  • VA RA
    APPROVED
    Since 2008-09-15

Branch Locations

4 North Park Drive Ste 510, Hunt Valley, MD 21030 • 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
Harvest Investment Consultants, Llc Hunt Valley MD 09/2008 Present
Previous Registrations
Other Businesses

I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NONREGISTERED INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-12
  • S66 Uniform Combined State Law Examination
    2000-10-12
Designations
  • Chartered Financial Consultant
Other Names
  • Michael Jason Meily

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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