Harvestons Securities, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
34509
Registered since
September 28, 1993

Firm profile

FINTRX

Overview

Harvestons Securities, Inc. is a corporation first registered with the SEC in 1993. FINTRX classifies ownership as individual and lists the firm as unclassified for business type. The profile indicates the firm is not arranged as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The FINTRX extract does not include a description of the firm’s advisory activities, fee structure, client segments, or typical investment mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Morgan Bassey

    Morgan Bassey

    President and CEOCRD 2279731

  • Supang Bassey

    Supang Bassey

    Chief Financial OfficerCRD 2910155

Contacts

3 of 3
  • Dewitt Turner

    Dewitt Turner

    Senior Vice PresidentCRD 707528

  • David Isaak

    David Isaak

    AssociateCRD 1318894

  • Kenneth Sawyer

    Kenneth Sawyer

    Senior Vice PresidentCRD 6154056

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8301 E Prentice Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth