IAN T HARVEY is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2023-03-31 | present | Yes |
| REGENTATLANTIC | 2022-06-09 | 2023-03-31 | — |
| BRIDGEWATER ADVISORS INC. | 2021-08-24 | 2022-08-25 | — |
| ROCKWOOD WEALTH MANAGEMENT, LLC | 2013-04-15 | 2015-04-20 | — |