Best Investors Account Sign in
Inactive

Robert Dale Harvey

Harvey Capital Management Inc

Palm Beach, FL

CRD 4350356

Claim This Profile
Employer firm

Harvey Capital Management Inc CRD 106224

$579M regulatory AUM 172 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Harvey Capital Management Inc

400 Royal Palm Way Suite 400, Palm Beach, FL 33480-4117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
TX RA APPROVED 2006-08-25
  • FL RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2006-08-25

Branch Locations

400 Royal Palm Way Suite 400, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvey Capital Management Palm Beach FL 05/1996 Present
  • 05/1996 → Present
    Harvey Capital Management
    Palm Beach, FL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HARLAN CAPITAL PARTNERS LLC
SNOWPOINT VENTURES MANAGEMENT, LLC
BLUEGRASS CAPITAL PARTNERS LP

Nearby Investors

TODD ADELSTEIN
ANITA PATEL
Cameron McDonough

Nearby Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL

More in Palm Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor