Alex Antonio Diaz
Investment adviser representative at Harlow Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$419.4MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Harlow Insurance Agency, LLCOct 2024 to now
- Harlow Wealth Management, Inc.Dec 2021 to now
- Instrument NorthwestSep 2019 to Nov 2021
- Tapani ConstructionDec 2018 to Sep 2019
- Banner BankSep 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Harlow Wealth Management, Inc.
$419.4MAssets managed
656Clients
7Advisers
8 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
- 6126700
- Firm CRD
- 148315