# COLLEEN HARVEY

COLLEEN HARVEY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CIBC PRIVATE WEALTH ADVISORS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CIBC PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109644) | 2021-07-20 | present | Yes |
| [COLORADO CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/114011) | 2018-05-22 | 2018-07-27 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-01-18 | 2014-05-13 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2006-12-20 | 2011-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5249879)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5249879.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.