Danica Nicole Bolton
Investment adviser representative at Financial Harvest Wealth Advisors
10 yearsExperience
1 stateRegistered in
$557.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Financial Harvest Wealth AdvisorsNov 2020 to now
- Financial Harvest, LLCOct 2019 to now
- Charles Schwab & Co., IncSep 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Financial Harvest Wealth Advisors
Legal name: Financial Harvest, LLC
$557.4MAssets managed
320Clients
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
- 6707164
- Firm CRD
- 148271