Myrtle Beach, SC Office

Team
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Harvest investment Services, LLC logo

Harvest investment Services, LLC

Team

Firm-wide stats for Harvest investment Services, LLC

Total advisors

28

Across 15 offices

Clients per advisor

54 Typical

Avg AUM per client

$410,395 Very Low

HNW client ratio

12% Very Low

About

Harvest Investment Services provides advisory services to individuals (including high net worth clients), retirement plans, trusts, and other institutions. The firm offers discretionary portfolio management, financial planning and consulting, pension consulting, selection of other advisers, sub‑advisory management, and a wrap‑fee program.

Harvest generally delivers customized portfolios or model‑based strategies—proprietary or third‑party—and manages accounts on a discretionary basis with ongoing monitoring and rebalancing. Its methods include active tactical strategies and a mix of fundamental, technical, and quantitative analyses, and it supports plan sponsors by acting as an ERISA investment manager (3(38)) when engaged.

What is distinctive for a multi‑team adviser is Harvest’s role in managing pooled vehicles and advisory relationships: it serves as investment manager for collective investment trusts used by its affiliate Envoy Advisory Inc., provides sub‑advisory services to other advisers, and is affiliated with a private fund offered to accredited investors. The firm also offers plan participant services through its 401k ActiveWatch program using the Pontera platform to manage held‑away accounts, and uses third‑party tools such as EncorEstate for estate planning support.

Based on Harvest investment Services, LLC

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Based on Harvest investment Services, LLC

Occupation focus

Founder/Business Owner

Based on Harvest investment Services, LLC

Location

4605 Oleander Drive, Ste 300

Myrtle Beach SC 29577-5739

Advisors at this office

3

Advisors at this office

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Ronald P

Series 63, Series 65

Myrtle Beach, SC

Harvest investment Services, LLC

Ronald Pyle is a financial advisor at Harvest Investment Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prospera Financial Services, Raymond James & Associates, and Wells Fargo Clearing. Outside of advisory work, he is an author and speaker and serves as a board member and CEO of a corporate association. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of active tactical strategies and multiple analytical approaches, managing accounts on a discretionary basis and supporting plan sponsors through ERISA investment management services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Michael S

Series 63, Series 65

Myrtle Beach, SC

Harvest investment Services, LLC

Michael Sokolik is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and Intervest International Equities Corporation. Outside of his advisory role, he is an entertainer and producer with MSJR Productions and serves as a chapter leader for a referral networking group as well as treasurer of the Socastee Heritage Foundation, a nonprofit focused on preserving local historical heritage. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs an actively managed tactical strategy using various analytical methods and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Jeffrey P

Series 63, Series 65

Myrtle Beach, SC

Harvest investment Services, LLC

Jeffrey Pounds is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, he is involved in an athletic training services business and serves as a successor trustee and executor for his family trust. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to individual and institutional clients, employing a multi-advisor team approach and a variety of investment strategies including tactical management and the use of options and leveraged ETFs.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
View complete list of advisors at this office
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