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WH

Wilder H. Harvard

POXONO CAPITAL
New York, NY 10128
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CRD#: 4684024
WH

Professional summary


Wilder Henry Harvard, who also goes by Wilder H Harvard, Wilder Harvard, is a registered financial advisor currently at POXONO CAPITAL located in New York, New York.

Wilder is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Wilder has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Wilder H Harvard | Wilder Harvard

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Founder of a consulting firm that provides market Intel, brand consultation and fundraising advice to alternative investment managers.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wilder Henry Harvard's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 3, 2025 - Present

POXONO CAPITAL

Office #1: 26 East 93rd Street Apartment 6c, New York, NY 10128
RIA
CRD#: 331470
New York, NY
Past

May 24, 2022 - January 21, 2025

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NEW YORK, NY
Past

August 13, 2019 - February 24, 2022

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

June 11, 2012 - August 12, 2015

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
NEW YORK, NY
Past

November 20, 2009 - December 31, 2010

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

October 6, 2009 - May 8, 2012

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

November 10, 2003 - December 31, 2005

BANC OF AMERICA SECURITIES LLC

RIA
CRD#: 26091
CHARLOTTE, NC
Past

September 15, 2003 - April 13, 2006

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(6/4/2025)
IAR
New York
(6/3/2025)
IAR
Pennsylvania
(6/3/2025)
IAR
Tennessee
(9/29/2025)
IAR
Texas
(6/3/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/7/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
POXONO CAPITAL
POXONO CAPITAL | POXONO CAPITAL LLC

CRD#: 331470 / SEC#:

New Jersey
Registered Investment Advisory firm - (8/26/2024 Approved)
New York
Registered Investment Advisory firm - (6/27/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (6/26/2024 Approved)
Tennessee
Registered Investment Advisory firm - (8/28/2025 Approved)
Texas
Registered Investment Advisory firm - (6/11/2024 Conditional Restricted)
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Contact information


Main Address
New Hope, PA
Mailing Address
Phone number
(215) 595-4666
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 5,783,577

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


POXONO CAPITAL

CRD#: 331470New York, NY 10128

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