Harvest Capital Assets, LLC

Investment Advisor
in East Amherst, NY

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About this Advisor

Alexander Skabry is a financial advisor based in East Amherst, New York, with a total of 5 years of relevant experience. Skabry is an advisor for Harvest Capital Assets, LLC. Throughout their career, Skabry has worked at Berthel Fisher And Company Finacial Services, Inc, Bfc Planning, Inc and Harvest Capital Assets, LLC. Skabry has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New York and South Carolina. Harvest Capital Assets, LLC is an advisory business that has its headquarters in East Amherst, NY. It has just three advisors. It has $52 million in assets under management among its 302 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 302 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Harvest Capital Assets, Llc provides portfolio management for individuals and small businesses. Fees for financial management typically are based on the type of financial services. Fee types billed by Harvest Capital Assets, LLC can consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

5 Offshore Dr #208
East Amherst, NY 14051

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Harvest Capital Assets, LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Alexander Skabry Work History

Alexander has been registered as a financial advisor for 5 years.*

2010 - Present (14 years)

Harvest Capital Assets, LLC

2012 - 2015 (3 years)

Berthel Fisher And Company Finacial Services, Inc

2012 - 2015 (3 years)

Bfc Planning, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Alexander Skabry 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 Harvest Capital Assets, LLC

James Hedges
East Amherst, NY
David Caldwell
East Amherst, NY
Alexander Skabry
East Amherst, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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