Brian Harwood, financial advisor Niskayuna NY
89 score

Brian Harwood

CRD Number: 6265062
Current Firm: Edward Jones

Brian Harwood (CRD# 6265062) is an Investment Advisor Representative working at Edward Jones in Niskayuna, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 3
Unemployed Latham, NY Apr 2013 - Nov 2013 < 1
Gar Associates Albany, NY Jan 2012 - Apr 2013 1
Pizza Hut Watervliet, NY Apr 2011 - Jan 2012 < 1
Unemployed Latham, NY Jan 2011 - Apr 2011 < 1
Friendly's Restaurant Albany, NY Oct 2009 - Jan 2011 1
Full-time Student Albany, NY Sep 2008 - Oct 2009 1
Budget Rental Car Albany, NY Jun 2008 - Sep 2008 < 1
Full-time Student Troy, NY Aug 2007 - Jun 2008 < 1
Colonie Town Pool Cohoes, NY Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Brian C. Harwood
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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