Stephanie Harvey, financial advisor Summerville SC

Stephanie Harvey

CRD Number: 6591038
Current Firm: Woodbury Financial Services, Inc.

Stephanie Harvey (CRD# 6591038) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Summerville, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Cicero, NY Sep 2020 - Current 1
Equitable Advisors, LLC New York, NY Apr 2016 - Sep 2020 4
Axa Advisors New York, NY Apr 2016 - Jun 2020 4
Apex Solar East Syracuse, NY Jan 2015 - Jan 2016 1
State Farm Fayetteville, NY Oct 2012 - Jan 2015 2
Bank Of America Syracuse, NY Jun 2011 - Sep 2012 1
Liberty University Lynchburg, VA Aug 2010 - May 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Stephanie Harvey
Phone Number: 800-800-2638
Registered State(s):
  • NH
  • NY
  • SC
By the Numbers
  • Total Assets Under Management
    15,588
    MILLIONS
  • Total Number of Accounts
    71,852
    ACCOUNTS
  • Average Account Value
    $216,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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