Monica Lynn Dwyer
Investment adviser representative at Harvest Financial Advisors, LLC
22 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$671MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Harvest Financial Advisors. LLCMar 2018 to now
- Fidelity Brokerage Sevices LLCNov 2004 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, OH, PA).
Harvest Financial Advisors, LLC
$671MAssets managed
442Clients
9Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4941189
- Firm CRD
- 145552