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DB

Danica N. Bolton

FINANCIAL HARVEST WEALTH ADVISORS
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 6707164
DB

Professional summary

Danica Nicole Bolton, who also goes by Danica Nichole Bolton, Danica Nicole Czerkaski, is a registered financial advisor currently at FINANCIAL HARVEST WEALTH ADVISORS located in Winter Park, Florida.

Danica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Danica has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danica Nichole Bolton | Danica Nicole Czerkaski

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danica Nicole Bolton'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

November 18, 2020 - Present

FINANCIAL HARVEST WEALTH ADVISORS

Office #1: 1091 West Morse Boulevard Suite 200, Winter Park, FL 32789
RIA
CRD#: 148271
Winter Park, FL
Past

December 22, 2016 - October 9, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Orlando, FL

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".
FH
FINANCIAL HARVEST WEALTH ADVISORS
FINANCIAL HARVEST WEALTH ADVISORS | FINANCIAL HARVEST, LLC

CRD#: 148271 / SEC#: 801-112271

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)
Florida
Registered Investment Advisory firm - (1/3/2018 Terminated)

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
Florida
(11/18/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/2/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/24/2017
General Securities Sales Supervisor - Options Module Examination

Current Firm

FH
FINANCIAL HARVEST WEALTH ADVISORS
FINANCIAL HARVEST WEALTH ADVISORS | FINANCIAL HARVEST, LLC

CRD#: 148271 / SEC#: 801-112271

RIA
Registered Investment Advisory firm - (1/2/2018 Approved)
Florida
Registered Investment Advisory firm - (1/3/2018 Terminated)
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Contact information

Main Address
1091 West Morse Boulevard Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(407) 937-0707
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 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

DISCLOSURE BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts1,230
AUM (Assets Under Management)$ 451,046,673

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

FINANCIAL HARVEST WEALTH ADVISORS

CRD#: 148271Winter Park, FL 32789

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