Unclaimed Profile

David Richard Loevner

HARDING LOEVNER LP·BRIDGEWATER, New Jersey

Series 63, Series 65Clean record22 years registeredHARDING LOEVNER LP

400 CROSSING BLVD, BRIDGEWATER, NJ 08807CRD# 1470556Firm CRD# 104543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Richard Loevner · BRIDGEWATER, NJ

Registration

CRD #1470556 · HARDING LOEVNER LP · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARDING LOEVNER LP

HARDING LOEVNER LP

Jan 2004 – Jul 2025

SOMERVILLE, NJ

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · January 7, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARDING LOEVNER LP

CRD 104543 · SEC 801-36845

AUM

$43.8B

Regulatory assets under management

Employees

126

4,631 client accounts

Services offered by HARDING LOEVNER LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HARDING LOEVNER LP →

Introduction

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Frequently Asked Questions

What services does David Richard Loevner offer?

David Richard Loevner specializes in Investment Management, Retirement Planning, Wealth Management.

What are David Richard Loevner's credentials?

David Richard Loevner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Richard Loevner located?

David Richard Loevner is based in BRIDGEWATER, New Jersey, last registered with HARDING LOEVNER LP.

How does David Richard Loevner charge for services?

David Richard Loevner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARDING LOEVNER LP?

HARDING LOEVNER LP has approximately 126 employees and manages $43.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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