Harmony Financial Advisors, LLC

Harmony Financial Advisors, LLC (CRD# 138285) is a financial advisory firm headquartered in , . They manage $46,653,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $1,137,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Harmony Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Judith S. Haselton
CRD#: 1139308
New York, NY
96
Wealthminder
score

Judith Haselton (CRD# 1139308) is an Investment Advisor Representative working at Harmony Financial Advisors, LLC in New York, NY and has over 12 years of experience in the finance industry. Judith Haselton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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