Charles Harriman
Investment adviser representative at Cloud Investments, LLC
12 yearsExperience
1 stateRegistered in
$404MFirm assets
8 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wealth Enhancement Advisory ServicesAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- Cloud Investments, LLCJan 2016 to now
- American LeagueMar 2019 to Jul 2026
- Cloud Financial, Inc.Jan 2014 to Jul 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cloud Investments, LLC
$404MAssets managed
995Clients
6Advisers
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
- 6293392
- Firm CRD
- 281915