Hairold Lopez has been an investment adviser representative at Harmony Asset Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Harmony Asset Management LLC is a Scottsdale, AZ firm with $463M under management, 275 clients and 9 advisers across 5 offices, as of its March 2026 filing.
- Harmony Asset Management LLCCurrent– present · 8 yearsYulee, FL · Adviser representative · Firm CRD 116069
Investment adviser representative registrations
Hairold Lopez is registered as an investment adviser representative in 2 states. The first approvals date from June 2018; the most recent is Florida, in November 2025.
- ArizonaSince 14 June 2018
- FloridaSince 21 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6938384
- Firm
- Harmony Asset Management · CRD 116069
- Office
- Yulee, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Hairold Lopez work?
Hairold Lopez is an investment adviser representative registered through Harmony Asset Management LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Hairold Lopez a financial advisor?
Yes. Hairold Lopez has a current investment-adviser registration in Arizona and Florida, through Harmony Asset Management since June 2018.
How many years of experience does Hairold Lopez have?
Hairold Lopez has 8 years in the financial industry, since June 2018, across 1 adviser firm.
What exams has Hairold Lopez passed?
Hairold Lopez passed the Series 65 in April 2018.
Where is Hairold Lopez based?
Hairold Lopez’s registered office is in Yulee, FL.
Is Hairold Lopez registered with FINRA?
No. Hairold Lopez has no current broker registration.
How can I verify Hairold Lopez’s record?
Search CRD 6938384 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hairold Lopez’s full registration record.
