Unclaimed Profile

Sarah M Royer

HARVEST CAPITAL ADVISORS INC.·BELLEVUE, Washington

Clean recordHARVEST CAPITAL ADVISORS INC.

11000 NE 33RD PLACE, SUITE 301, BELLEVUE, WA 98004CRD# 5511432Firm CRD# 126150

Profile Verification

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

Identity

Sarah M Royer · BELLEVUE, WA

Registration

CRD #5511432 · HARVEST CAPITAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah M Royer is a registered financial advisor based in BELLEVUE, Washington, affiliated with HARVEST CAPITAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HARVEST CAPITAL ADVISORS INC.

AUM

$74M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARVEST CAPITAL ADVISORS INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5511432

Firm CRD# 126150

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah M Royer offer?

Sarah M Royer specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Sarah M Royer's credentials?

Sarah M Royer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah M Royer located?

Sarah M Royer is based in BELLEVUE, Washington, working with HARVEST CAPITAL ADVISORS INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Sarah M Royer charge for services?

Sarah M Royer'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 HARVEST CAPITAL ADVISORS INC.?

HARVEST CAPITAL ADVISORS INC. has approximately 2 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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