Tanner Harwood has been an investment adviser representative at Compass Financial Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
- – present · 1 yearTampa, FL · Adviser representative · Firm CRD 156345
Investment adviser representative registrations
Tanner Harwood is registered as an investment adviser representative in Florida, since September 2025.
- FloridaSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2025 |
| SIE | Securities Industry Essentials Examination | 30 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8145508
- Firm
- Compass Financial Management · CRD 156345
- Office
- 1511 N WESTSHORE BLVD #680, Tampa, FL 33607
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Tanner Harwood work?
Tanner Harwood is an investment adviser representative registered through Compass Financial Management LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Harwood a financial advisor?
Yes. Tanner Harwood has a current investment-adviser registration in Florida, through Compass Financial Management since September 2025.
How many years of experience does Tanner Harwood have?
Tanner Harwood has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Tanner Harwood passed?
Tanner Harwood has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2025.
Where is Tanner Harwood based?
Tanner Harwood’s registered office is in Tampa, FL.
Is Tanner Harwood registered with FINRA?
No. Tanner Harwood has no current broker registration.
How can I verify Tanner Harwood’s record?
Search CRD 8145508 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Harwood’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member