Timothy
Mazanec

The Harvest Group

CRD#5675465
Investment Advisor
in Waltham, MA

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About this Advisor

Timothy Mazanec is a certified financial planner based out of Waltham, Massachusetts who has 4 years of industry experience. Mazanec is an employee of The Harvest Group. Throughout their career, Mazanec has worked at Merrill Lynch, Pierce, Fenner & Smith, Hedgeforward LLC, Bank Of America, N.A, Edward Jones, City Of Cambridge Participating Budget Committee, The Harvest Group and Purshe Kaplan Sterling Investments. Mazanec has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Massachusetts. The Harvest Group is a financial advisory firm based out of Waltham, MA. The firm has a total of seven financial advisors. It has $186 million in assets under management among its 649 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 649 accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The Harvest Group has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types billed by The Harvest Group may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

800 South Street Suite 350
Waltham, MA 02453

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The Harvest Group Brokerage Details

Total Assets Under Management

$185,812,424

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

649

MA Average: 4,567
Average Account Size

$286,306

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Timothy Mazanec Work History

Timothy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Harvest Group

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2016 - 2019 (3 years)

Edward Jones

2016 - 2016 (< 1 year)

City Of Cambridge Participating Budget Committee

2014 - 2016 (2 years)

Merrill Lynch, Pierce, Fenner & Smith

2014 - 2016 (2 years)

Bank Of America, N.A

2010 - 2014 (4 years)

Hedgeforward LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Mazanec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Harvest Group

Raymond Devasto
Waltham, MA
Timothy Mazanec
Waltham, MA
Laurie Ingwersen
Waltham, MA
Roger Ingwersen
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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