Adviser and broker representative · Pfs Investments Inc.
David P. Harvey
CRD 1218248 · West Chester, OH
At a glance
David P. Harvey is an investment adviser representative with Pfs Investments Inc. in West Chester, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2011, about 14 years ago. David is also registered as a broker representative.
Current advisory firm
- Pfs Investments Inc.Since October 2011West Chester, OH · $16B in regulatory assets
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.