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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Shapiro is a registered investment advisor representative with Harvest Capital Strategies LLC. David has been in the industry since October 2008. David's firm manages assets for pooled investment vehicles. David has a Series 65 license. David has a specializations in equity research services.
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.
Equity research services described in the brochure
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Payment for research services
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CA
01/01/2025 - Present
Harvest Capital Strategies LLC (SAN FRANCISCO CA)
IA
Issued 08/21/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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