Michael Aloian has been an investment adviser representative at Harmony Asset Management since January 2022, 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.
Michael S. Aloian is Director of Harmony Asset Management. He is on the Portfolio Management Team and serves as Chairman of the Investment Committee. He has 35 years of investment experience, including managing funds for institutional, foundation and high net worth clients, and is a past Chairman of the Orlando CFA Society.
Investment adviser representative registrations
Michael Aloian is registered as an investment adviser representative in Florida, since January 2022.
- FloridaSince 21 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Smith Aloian
- CRD
- 7492609
- Firm
- Harmony Asset Management · CRD 116069
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- harmonyam.com
Where does Michael Aloian work?
Michael Aloian is an investment adviser representative registered through Harmony Asset Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Aloian a financial advisor?
Yes. Michael Aloian has a current investment-adviser registration in Florida, through Harmony Asset Management since January 2022.
How many years of experience does Michael Aloian have?
Michael Aloian has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Michael Aloian passed?
Michael Aloian passed the Series 65 in January 2020.
Is Michael Aloian registered with FINRA?
No. Michael Aloian has no current broker registration.
How can I verify Michael Aloian’s record?
Search CRD 7492609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Aloian’s full registration record.
