Harold
Small
Fiduciaryvest, LLC
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About this Advisor
Harold Small is a financial advisor operating in Atlanta, Georgia with a total of 18 years of relevant experience. Small works at Fiduciaryvest, LLC. They have been with Fiduciaryvest, Llc for their entire career. Small has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Georgia. Fiduciaryvest, LLC is an advisory firm based in Atlanta, GA. The company has a total of nine people on staff. It controls $3 billion in assets across its 39 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 11 charitable organizations. The company offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Fees charged by financial advisors usually vary depending on which service is offered. Fees charged by Fiduciaryvest, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciaryvest, LLC Brokerage Details
$3,404,713,102
9
39
$87,300,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
- Other
Harold Small Work History
Harold has been registered as a financial advisor for 18 years.*
Fiduciaryvest, 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 Harold Small 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 Fiduciaryvest, LLC
Wayne, PA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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