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Christopher Robert Harvey

ZUCKERMAN INVESTMENT GROUP, LLC·CHICAGO, Illinois
Series 6, Series 63Clean record5 years registeredZUCKERMAN INVESTMENT GROUP, LLC
155 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 4283983Firm CRD# 137785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Robert Harvey · CHICAGO, IL
Registration
CRD #4283983 · ZUCKERMAN INVESTMENT GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ADVISORY RESEARCH INC
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · November 2, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ZUCKERMAN INVESTMENT GROUP, LLC
CRD 137785 · SEC 801-65050
AUM
$1.5B
Regulatory assets under management
Employees
18
1,273 client accounts
Services offered by ZUCKERMAN INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ZUCKERMAN INVESTMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Christopher Robert Harvey offer?
Christopher Robert Harvey specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Christopher Robert Harvey's credentials?
Christopher Robert Harvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Robert Harvey located?
Christopher Robert Harvey is based in CHICAGO, Illinois, working with ZUCKERMAN INVESTMENT GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Christopher Robert Harvey charge for services?
Christopher Robert Harvey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZUCKERMAN INVESTMENT GROUP, LLC?
ZUCKERMAN INVESTMENT GROUP, LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZUCKERMAN INVESTMENT GROUP, LLC

Daniel Ross Zuckerman
CHICAGO, IL
William Howard Enoch
CHICAGO, IL
Kelly Lavieri Palmer
CHICAGO, IL
Michael P Fisherman
CHICAGO, IL

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