Millard Roberts has been Principal and Chief Compliance Officer of Harvest Investment Advisors since May 2004, is a control person of the firm and directly owns 75% or more of it. Millard Roberts holds an MBA with a specialization in finance from Vanderbilt University.
Harvest Investment Advisors, LLC is a firm with $200M under management, 125 clients and 1 adviser in one office, as of its March 2026 filing.
David Roberts founded Harvest Investment Advisors, a private wealth management firm based in Tallahassee, Florida, in 2004. Before founding the firm, he was a partner and principal at Carl Domino Associates in West Palm Beach, Florida, where he managed institutional accounts using a large-cap value strategy. He co-managed the Northern Large Cap Value Fund from its inception until he left Northern Trust in early 2004.
Millard Roberts’ longest registration was 19 years at Harvest Investment Advisors, LLC (2004–2023). Before joining Harvest Investment Advisors in 2024, Millard Roberts was registered through Northern Trust Investments, National Association.
- – present · 2 yearsTallahassee, FL · Adviser representative · Firm CRD 136693
- – · 19 yearsTallahassee, FL · Adviser representative · Firm CRD 136693
- Northern Trust Investments, National Association.– · 3 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 105780
Professional designations
Listed by Harvest Investment Advisors
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Millard Roberts is registered as an investment adviser representative in 3 states. The first approvals date from February 2024; the most recent is Florida, in April 2024.
- FloridaSince 15 April 2024
- GeorgiaSince 5 April 2024
- TexasSince 29 February 2024
Examinations
No examinations are on Millard Roberts’s record.
- Full name
- Millard David Roberts
- CRD
- 4554816
- Firm
- Harvest Investment Advisors · CRD 136693
- Role
- Principal and Chief Compliance Officer
- Office
- Tallahassee, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- harvestinvestmentadvisors.com
Where does Millard Roberts work?
Millard Roberts has been Principal and Chief Compliance Officer of Harvest Investment Advisors, LLC since May 2004, and is a control person of the firm.
Is Millard Roberts a financial advisor?
Yes. Millard Roberts has a current investment-adviser registration in Florida, Georgia and Texas, through Harvest Investment Advisors since February 2024.
How many years of experience does Millard Roberts have?
Millard Roberts has 26 years in the financial industry, since October 2000, across 2 adviser firms.
Where did Millard Roberts work before Harvest Investment Advisors?
Before Harvest Investment Advisors, Millard Roberts was registered through Northern Trust Investments, National Association., August 2000 to June 2004.
Where is Millard Roberts based?
Millard Roberts’ registered office is in Tallahassee, FL.
Is Millard Roberts registered with FINRA?
No. Millard Roberts has no current broker registration.
Is Millard Roberts a CFA charterholder?
Harvest Investment Advisors lists Millard Roberts with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: M. David Roberts biography, harvestinvestmentadvisors.com
How can I verify Millard Roberts’ record?
Search CRD 4554816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Millard Roberts’ full registration record.