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DZ

Donna M. Zidwick

HARVEST INVESTMENT CONSULTANTS LLC
HUNT VALLEY, MD 21030
Some features on this profile are disabled
CRD#: 5592177
DZ

Professional summary

Donna Marie Zidwick, who also goes by Donna Marie Crawford, Donna Marie Ford, is a registered financial advisor currently at HARVEST INVESTMENT CONSULTANTS LLC located in Hunt Valley, Maryland.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Donna has worked at 1 firm and has passed the Series 65 and Series 66 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Marie Crawford | Donna Marie Ford

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.
1) INSURANCE AGENT - 4/2025 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND MINIMAL TIME ON THIS ACTIVITY. 4 NORTH PARK DRIVE STE 510, HUNT VALLEY, MD, USA, 21030.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Zidwick's CRS (Customer Relationship Summary).
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 17, 2016 - Present

HARVEST INVESTMENT CONSULTANTS LLC

Office #1: 4 North Park Drive Ste 510, Hunt Valley, MD 21030
RIA
CRD#: 110258
HUNT VALLEY, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HARVEST INVESTMENT CONSULTANTS LLC
HARVEST INVESTMENT CONSULTANTS INC | HARVEST INVESTMENT CONSULTANTS LLC

CRD#: 110258 / SEC#: 801-31445

RIA
Registered Investment Advisory firm - (2/19/1988 Approved)

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
Maryland
(6/17/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/26/2008
Uniform Combined State Law Examination

Current Firm

HI
HARVEST INVESTMENT CONSULTANTS LLC
HARVEST INVESTMENT CONSULTANTS INC | HARVEST INVESTMENT CONSULTANTS LLC

CRD#: 110258 / SEC#: 801-31445

RIA
Registered Investment Advisory firm - (2/19/1988 Approved)
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Contact information

Main Address
4 North Park Drive Ste 510, Hunt Valley, MD 21030
Mailing Address
Phone number
(410) 561-9040
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HARVEST INVESTMENT CONSULTANTS, LLC ADV PART 2A (9/16/2025)

Regulatory assets under management

Total Number of Accounts1,046
AUM (Assets Under Management)$ 491,645,013

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

HARVEST INVESTMENT CONSULTANTS LLC

CRD#: 110258Hunt Valley, MD 21030

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