Stephen
Davis
Safe Harbor Asset Management, Inc
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About this Advisor
Stephen Davis is a financial advisor operating out of Huntington, New York who has 2 years of industry experience. Davis currently works for Safe Harbor Asset Management, Inc. The advisor has gained experience at Safeharbor Asset Management and American Portfolios. Davis maintains a Series 63 license, qualifying them as a securities broker, and can work in New York. Safe Harbor Asset Management, Inc is a financial advisory business based out of Huntington, NY. It oversees $34 million in assets under management across its 47 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 47 customer accounts, 59% belong to high-net-worth clients who have more than $1 million in investable assets. Safe Harbor Asset Management, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management depend on the type of services provided. Fee types charged by Safe Harbor Asset Management, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Safe Harbor Asset Management, Inc Brokerage Details
$34,327,436
5
47
$730,371
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Stephen Davis Work History
Stephen has been registered as a financial advisor for 2 years.*
Safeharbor Asset Management
American Portfolios
*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.
Disclosures
Please visit the SEC profile of Stephen Davis 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 Safe Harbor Asset Management, Inc
Huntington, NY
Huntington, NY
Jericho, 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 profile-compliance@smartasset.com.
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