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President/ceo · Harvest Investment Services, LLC

Timothy J. Newell

CRD 1339021 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Harvest Investment Services, LLC, an SEC-registered wealth manager based in Oakbrook Terrace, IL with $758 million in regulatory assets, lists Timothy J. Newell on its Form ADV as President/ceo, a control person. The SEC filings also name Timothy at 1 other registered adviser.

Firms and roles

AtlasMembers

Timothy’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • John K AlyoCio/chief Compliance Officer, Harvest Investment Services, LLC

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