Mark T. Harvey Investments

Overview

Mark T. Harvey Investments is a small, independent registered investment adviser operating as a sole proprietorship under the name of Mark T. Harvey. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational workshops. It combines advisory services with brokerage activities — acting as a real estate broker and insurance broker and selling other financial products — and uses a mix of fee arrangements including asset-based fees, hourly billing, fixed fees and commissionable product sales. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices