Sheila
Harvey
Captrust
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About this Advisor
Sheila Harvey is a financial advisor based in Chesterton, Indiana, working with Captrust. Sheila has previously held positions at Morgan Stanley, Capfinancial Securities LLC, and Capfinancial Partners LLC (Captrust). Sheila has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Sheila is part of Captrust, which operates out of Chesterton, Indiana. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Sheila Harvey Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Morgan Stanley
Disclosures
Please visit the SEC profile of Sheila Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Sacramento, CA
Tampa, FL
Houston, TX
New Hyde Park, NY
San Antonio, TX
Nashville, TN
Birmingham, AL
Phoenix, AZ
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