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Christopher Robert Harvey

Advisory Research Inc.

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About Christopher Robert Harvey

Christopher Harvey is a financial advisor working for Advisory Research Inc. Christopher has 21 years of experience in the financial services industry. Christopher is registered with the state of Illinois and Texas. Christopher is a Chartered Financial Analyst (CFA). Christopher is an investment advisor representative. Christopher works in the Chicago office of Advisory Research Inc.. Advisory Research Inc. is a Registered Investment Advisor that offers financial planning, portfolio management, and investment advice for individuals, businesses, pooled investment vehicles, and investment companies. Advisory Research Inc. has offices in Chicago, Illinois.

Firm Information

Christopher Harvey is currently registered with Advisory Research Inc.. Advisory Research Inc. is an investment advisor headquartered in CHICAGO, IL. The firm provides portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. They manage approximately $641,611,380 in assets for 284 clients. Advisory Research Inc. is a registered investment advisor with the SEC. They offer a wrap fee program.
Advisory Research Inc.

180 N STETSON AVENUE

CHICAGO, IL 60601

$641.61M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Harvey’s Registration & Firm History

IL

11/02/2020 - Present

Advisory Research Inc. (CHICAGO IL)

MA

10/10/2000 - 07/14/2003

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 10/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Robert Harvey.
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