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Chief Operating Officer · Harvest Financial Advisors, LLC

Paul E. Burgdorf

CRD 5868892 · Named on Form ADV at one SEC-registered adviser

At a glance

Harvest Financial Advisors, LLC, an SEC-registered wealth manager based in West Chester, OH with $671 million in regulatory assets, lists Paul E. Burgdorf on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Marc E. HennCeo/chief Compliance Officer, Harvest Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.