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Alexander L Skabry

HARVEST CAPITAL ASSETS, LLC·SANBORN, New York
SIE, Series 7, Series 66Clean record18 years registeredHARVEST CAPITAL ASSETS, LLC
4324 HEFFREN DR., SANBORN, NY 14132CRD# 5251079Firm CRD# 269951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander L Skabry · SANBORN, NY
Registration
CRD #5251079 · HARVEST CAPITAL ASSETS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

HARVEST CAPITAL ASSETS, LLC
Jun 2018 – present
BFC PLANNING, INC.
Sep 2012 – Dec 2015
LOCKPROT, NY
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Mar 2010 – Jan 2012
MEDINA, NY
EDWARD JONES
Sep 2007 – Mar 2010
LOCKPORT, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 7, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARVEST CAPITAL ASSETS, LLC
CRD 269951 · SEC 801-121485
AUM
$58M
Regulatory assets under management
Employees
3
294 client accounts
Services offered by HARVEST CAPITAL ASSETS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HARVEST CAPITAL ASSETS, LLC →
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05

Frequently Asked Questions

What services does Alexander L Skabry offer?
Alexander L Skabry specializes in Investment Management. Contact their office in SANBORN, New York for a consultation.
What are Alexander L Skabry's credentials?
Alexander L Skabry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander L Skabry located?
Alexander L Skabry is based in SANBORN, New York, working with HARVEST CAPITAL ASSETS, LLC. Their office serves clients in the SANBORN metropolitan area and surrounding communities.
How does Alexander L Skabry charge for services?
Alexander L Skabry's firm is compensated through percentage of aum, other: sub advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARVEST CAPITAL ASSETS, LLC?
HARVEST CAPITAL ASSETS, LLC has approximately 3 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARVEST CAPITAL ASSETS, LLC

David Andrew Caldwell
SANBORN, NY

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