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John Gregory Fattibene

Harvest Financial Partners

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About John Gregory Fattibene

John Gregory Fattibene is a financial advisor at Harvest Financial Partners. John has been in the financial industry for over 20 years and has a broad range of experience in providing financial planning, portfolio management and other advisory services. John holds the Series 7, Series 24, and Series 66 licenses and is also a Certified Financial Planner. John is a director of County Savings Bank and has been involved in the community for many years.

Firm Information

John Fattibene is currently registered with Harvest Financial Partners. Harvest Financial Partners is an investment advisor based in Paoli, PA. The firm has $124,162,426 in regulatory assets under management, and its services include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm also has a voluntary employees' beneficiary association and a related trust as a client type.
Harvest Financial Partners

159 LANCASTER AVENUE

PAOLI, PA 19301-1782

$124.16M

Assets Under Management

13

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Fattibene’s Registration & Firm History

PA

03/26/2008 - Present

Harvest Financial Partners (PAOLI PA)

PA

06/22/2004 - 04/03/2008

SMH CAPITAL INC. (EXTON PA)

PA

06/11/1997 - 01/08/2001

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 07/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Gregory Fattibene.
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