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Harold Eylward

28 Years of Experience
Brooklyn, NY
1 DisclosureBrokerSells Insurance

Harold Eylward is a registered investment advisor at Cetera Investment Advisers LLC, based in Brooklyn, NY, with 28 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5912-5 Ave, Brooklyn, NY, 11220

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
Other Business ActivitiesSells Insurance

Harold is the president of M.C.P.Y.E.L. Assoc. Inc. since 2005, spending about half his time on tax preparation and accounting. He also sells insurance through Avantax Insurance Agency and/or Avantax Insurance Services, and is a partner at MCPYEL Associates LLC focusing on accounting and tax preparation.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
October 1998 - September 2025 · 26 yrs 11 mos
Cfs Brokerage CORP.Broker
January 1998 - October 1998 · 9 mos
State Registrations22 states
AZCACTDEFLGAMAMDMEMONCNJNMNVNYOHPASCTNTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Harold Eylward - Financial Advisor | TrueAdvisor