AdvisorOS Directory
Claim Profile
SD

Stephen Kent Davis

SAFE HARBOR ASSET MANAGEMENT, INC.·HUNTINGTON, New York
Unclaimed Profile
167 EAST MAIN STREET, HUNTINGTON, NY 11743CRD# 1015132Firm CRD# 124787
01

About

Stephen Kent Davis is a registered financial advisor based in HUNTINGTON, New York, affiliated with SAFE HARBOR ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAFE HARBOR ASSET MANAGEMENT, INC.
SAFE HARBOR ASSET MANAGEMENT, INC.
AUM
$35M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SAFE HARBOR ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1015132
Firm CRD# 124787
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNTINGTON?

Browse all registered financial advisors in HUNTINGTON, New York or claim this profile if it's yours.

Browse HUNTINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Kent Davis offer?
Stephen Kent Davis specializes in Financial Planning, Investment Management. Contact their office in HUNTINGTON, New York for a consultation.
What are Stephen Kent Davis's credentials?
Stephen Kent Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Kent Davis located?
Stephen Kent Davis is based in HUNTINGTON, New York, working with SAFE HARBOR ASSET MANAGEMENT, INC.. Their office serves clients in the HUNTINGTON metropolitan area and surrounding communities.
How does Stephen Kent Davis charge for services?
Stephen Kent Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAFE HARBOR ASSET MANAGEMENT, INC.?
SAFE HARBOR ASSET MANAGEMENT, INC. has approximately 4 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HUNTINGTON
Lawrence Steven Atinsky — ABV, LLCJeffrey Andrew Schaffer — SPECTRUM GROUP MANAGEMENT LLCJennifer Ann Brancaro — CATALYST CAPITAL ADVISORS LLCThomas C Varvaro — V&V MANAGEMENT GROUP CORPORATIONMark Barski — SPECTRUM GROUP MANAGEMENT LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile