Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Suzanne Harvey, financial advisor Saint Louis MO
93 score

Suzanne Harvey

CRD Number: 1212865
Current Firm: Fulcrum Advisory Services, LLC

Suzanne Harvey (CRD# 1212865) is an Investment Advisor Representative working at Fulcrum Advisory Services, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

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Visionary Wealth Advisors, LLC
Company Name Location Dates Years
Fulcrum Securities LLC Mclean, VA Mar 2014 - Current 2
Fulcrum Advisory Services LLC Mclean, VA Mar 2014 - Current 2
Not Employed Bethesda, MD Dec 2012 - Mar 2014 1
Fulcrum Securities, Inc. Mcclean, VA Sep 2006 - Dec 2012 6
Fulcrum Advisory Services Mcclean, VA Sep 2006 - Dec 2012 6
Ethiscreen Company Bethesda, MD Dec 2000 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Suzanne G. Harvey
Phone Number: 314-336-3111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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