Sedonia
Harsh

Waddell & Reed

CRD#4627618
Investment Advisor
in Portland, OR
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About this Advisor

Sedonia Harsh is a financial advisor who works out of Portland, Oregon, who has been in the advisory business for 15 years. Harsh is an advisor for Waddell & Reed. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, H2P Construction LLC, Harsh Reality LLC, Associate Staffing And Placement Inc and J Davis Partners LLC. Harsh has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in Florida, Texas, Washington, Nevada and Indiana. Waddell & Reed is a registered investment firm that has its headquarters in Portland, Oregon. The company has offices in 357 locations and a total of 2,000 employees. It controls $22 billion in assets under management across its 153,672 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 153,672 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services. Fees charged by Waddell & Reed likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

OR Average: $2,243,162,756
Total Number of Employees

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sedonia Harsh Work History

Sedonia has 15 years of experience.

2018 - Present (1 years)

Associate Staffing And Placement Inc

2018 - Present (1 years)

J Davis Partners LLC

2012 - Present (7 years)

Harsh Reality LLC

2006 - 2010 (4 years)

H2P Construction LLC

2005 - Present (14 years)

Various Insurance Carriers For W & R Insurance Agencies

2003 - Present (16 years)

Waddell & Reed, Inc

Disclosures

Sedonia Harsh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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