Harold Small, financial advisor Atlanta GA

Harold Small

CRD Number: 4364777
Current Firm: Fiduciaryvest, LLC

Harold Small (CRD# 4364777) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciaryvest, LLC Atlanta, GA Jan 2005 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Harold W. Small
Phone Number: 404-446-1270
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,405
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $87,300,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

GA, PA

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