HARVEY PARTNERS, LLC

TARRYTOWN, New York·4 registered advisors·CRD# 160681
SEC# 801-733950212-782-3740
01

Firm Overview

AUM
$979M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at HARVEY PARTNERS, LLC

4 registered advisors
Anthony Felix Cimini
TARRYTOWN, New York
Gregory David Sawicki
NEW YORK, New York
James Allen Schwartz
TARRYTOWN, New York
Jeffrey Craig Moskowitz
TARRYTOWN, New York
05

Office Locations

TARRYTOWN, New York
3 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. HARVEY PARTNERS, LLC (CRD# 160681) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.