Unclaimed Profile

Harlan Gene Storey

HARLAN G STOREY, INC·NORTH CANTON, Ohio

Series 7, Series 22Clean record25 years registeredHARLAN G STOREY, INC

1360 SOUTH MAIN STREET, NORTH CANTON, OH 44720CRD# 1158093Firm CRD# 150673

Profile Verification

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

Identity

Harlan Gene Storey · NORTH CANTON, OH

Registration

CRD #1158093 · HARLAN G STOREY, INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARLAN G STOREY, INC

MAI CAPITAL MANAGEMENT, LLC

Nov 2021 – Sep 2025

North Canton, OH

STOREY & ASSOCIATES

Dec 2009 – Oct 2021

NORTH CANTON, OH

AZSURE FIDUCIARY SERVICES

Nov 2005 – Jan 2008

UNIONTOWN, OH

CORNERSTONE CAPITAL ADVISORS

Jan 2001 – Oct 2009

UNIONTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARLAN G STOREY, INC

CRD 150673 · SEC 801-70327

AUM

$260M

Regulatory assets under management

Employees

726 client accounts

Services offered by HARLAN G STOREY, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARLAN G STOREY, INC →

Introduction

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Frequently Asked Questions

What services does Harlan Gene Storey offer?

Harlan Gene Storey specializes in Financial Planning, Investment Management.

What are Harlan Gene Storey's credentials?

Harlan Gene Storey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harlan Gene Storey located?

Harlan Gene Storey is based in NORTH CANTON, Ohio, last registered with HARLAN G STOREY, INC.

How does Harlan Gene Storey charge for services?

Harlan Gene Storey'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 HARLAN G STOREY, INC?

HARLAN G STOREY, INC has approximately 9 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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