Unclaimed Profile

Stephanie Pitts

HARVEST CAPITAL ADVISORS INC.·BELLEVUE, Washington

Clean recordHARVEST CAPITAL ADVISORS INC.

11000 NE 33RD PLACE, BELLEVUE, WA 98004CRD# 6769517Firm CRD# 126150

Profile Verification

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

Identity

Stephanie Pitts · BELLEVUE, WA

Registration

CRD #6769517 · HARVEST CAPITAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie Pitts 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

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

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# 6769517

Firm CRD# 126150

View on FINRA BrokerCheck →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephanie Pitts offer?

Stephanie Pitts specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Stephanie Pitts's credentials?

Stephanie Pitts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Pitts located?

Stephanie Pitts 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 Stephanie Pitts charge for services?

Stephanie Pitts'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →