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Robert Dale Harvey

HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, Florida
Clean record20 years registeredHARVEY CAPITAL MANAGEMENT INC
400 ROYAL PALM WAY, PALM BEACH, FL 33480-4117CRD# 4350356Firm CRD# 106224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Dale Harvey · PALM BEACH, FL
Registration
CRD #4350356 · HARVEY CAPITAL MANAGEMENT INC · 20 years registered
Brand Profile
Not yet started
01

Career History

HARVEY CAPITAL MANAGEMENT INC
Aug 2005 – present
02

Registrations & Exams

Registration record
First registered · August 17, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARVEY CAPITAL MANAGEMENT INC
CRD 106224 · SEC 801-52027
AUM
$426M
Regulatory assets under management
Employees
5
175 client accounts
Services offered by HARVEY CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HARVEY CAPITAL MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Robert Dale Harvey offer?
Robert Dale Harvey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH, Florida for a consultation.
What are Robert Dale Harvey's credentials?
Robert Dale Harvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Dale Harvey located?
Robert Dale Harvey is based in PALM BEACH, Florida, working with HARVEY CAPITAL MANAGEMENT INC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Robert Dale Harvey charge for services?
Robert Dale Harvey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEY CAPITAL MANAGEMENT INC?
HARVEY CAPITAL MANAGEMENT INC has approximately 5 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARVEY CAPITAL MANAGEMENT INC

Alexander Trindade Harvey
PALM BEACH, FL
Sophia Harvey Burnichon
PALM BEACH, FL

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Research
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