Mark Seski
Harvest Portfolio Management · Isle Of Palms, South Carolina
Mark Seski is a fee-only financial advisor at Harvest Portfolio Management in Isle Of Palms, South Carolina. Mark charges a percentage of assets and focuses on estate & legacy planning, tax planning and family wealth transfer.
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Specialties
Facts
| Firm | Harvest Portfolio Management |
|---|---|
| Based in | Isle Of Palms, South Carolina |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $90M across 90 accounts |
| SEC registration | Investment adviser representative in FL, MI, SC · CRD 1439870 |
| Exams passed | Series 63 (1986) · Series 65 (2018) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | harvestportfoliomanagement.com |
| Profile |
How Mark's firm compares
- Harvest Portfolio Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Mark
Is Mark Seski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Harvest Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a percentage of assets.
Where is Mark Seski based?
Mark Seski is based in Isle Of Palms, South Carolina.
What does Mark specialize in?
Mark's specialties include estate & legacy planning, tax planning and family wealth transfer.
Is Mark Seski registered with the SEC?
Yes. Mark Seski is registered as an investment adviser representative in FL, MI and SC (CRD 1439870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Harvest Portfolio Management manage?
Harvest Portfolio Management reports $90M across 90 accounts in assets under management.
How do I contact Mark Seski?
Through Mark's website, harvestportfoliomanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harvest Portfolio Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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