Unclaimed Profile

Stephanie Pitts

HARVEST CAPITAL ADVISORS INC.·BELLEVUE, Washington

Series 65Clean record6 years registeredHARVEST 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. · 6 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 2026 – present

THE H GROUP WASHINGTON, INC.

Jul 2020 – May 2026

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 6, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARVEST CAPITAL ADVISORS INC.

CRD 126150 · SEC 801-61928

AUM

$74M

Regulatory assets under management

Employees

392 client accounts

Services offered by HARVEST CAPITAL ADVISORS 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 HARVEST CAPITAL ADVISORS INC. →

Introduction

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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.

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