Harvey R. Dekrafft

LEGACY INVESTMENT ADVISORS

VOORHEES, NJ 08043

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CRD#: 1579931

Professional summary

Harvey Richard Dekrafft, who also goes by Harvey R Dekrafft, is a registered financial advisor currently at LEGACY INVESTMENT ADVISORS, LLC located in Voorhees, New Jersey and STURDIVANT & CO. INC located in Voorhees, New Jersey.

Harvey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Harvey has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 57, Series 7, Series 14, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Harvey R Dekrafft

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harvey Richard Dekrafft's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2021 - Present

LEGACY INVESTMENT ADVISORS, LLC

Office #1: 603 Sheppard Road, Voorhees, NJ 08043

RIA

CRD#: 144477

VOORHEES, NJ

Current

October 3, 1989 - Present

STURDIVANT & CO. INC

Office #1: 603 Sheppard Road, Voorhees, NJ 08043

CRD#: 24583

VOORHEES, NJ

Past

February 2, 2016 - December 4, 2017

ATLANTIC EQUITY RESEARCH, LLC

RIA

CRD#: 153116

MT. LAUREL, NJ

Past

January 26, 2016 - December 31, 2020

LEGACY INVESTMENT ADVISORS, LLC

RIA

CRD#: 144477

MT. LAUREL, NJ

Past

June 3, 2015 - December 31, 2015

ATLANTIC EQUITY RESEARCH, LLC

RIA

CRD#: 153116

MT. LAUREL, NJ

Past

June 21, 2011 - December 31, 2015

LEGACY INVESTMENT ADVISORS, LLC

RIA

CRD#: 144477

MT. LAUREL, NJ

Past

July 16, 2007 - December 31, 2008

LEGACY INVESTMENT ADVISORS, LLC

RIA

CRD#: 144477

VOORHEES, NJ

Past

November 21, 1986 - May 23, 1989

PRYOR, COUNTS & CO., INC.

CRD#: 11002

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/23/2010)

Indiana
(10/29/2019)

New Jersey
(7/24/1989)

IAR

New Jersey
(1/28/2021)

Pennsylvania
(3/15/2017)

IAR

Pennsylvania
(2/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/24/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 1/3/2017

Securities Trader Exam

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 28

Date: 11/3/2007

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/1998

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

Current Firm

LEGACY INVESTMENT ADVISORS, LLC

CRD#: 144477 / SEC#:

Delaware

Registered Investment Advisory firm - (6/8/2023 Approved)

New Jersey

Registered Investment Advisory firm - (1/25/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/25/2021 Approved)

Texas

Registered Investment Advisory firm - (9/8/2023 Conditional Restricted)

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Contact information

Main Address

603 Sheppard Road, Voorhees, NJ 08043

Mailing Address

Phone number

(856) 751-7909

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 27,008,703

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Harvey R. Dekrafft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harvey Richard Dekrafft's CRS (Customer Relationship Summary).

Certified licenses

Experience

STURDIVANT & CO. INC

ATLANTIC EQUITY RESEARCH, LLC

LEGACY INVESTMENT ADVISORS, LLC

ATLANTIC EQUITY RESEARCH, LLC

LEGACY INVESTMENT ADVISORS, LLC

LEGACY INVESTMENT ADVISORS, LLC

PRYOR, COUNTS & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1987

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 57

Date: 1/3/2017

Series 7

Date: 11/15/1986

Series 14

Date: 1/2/2023

Series 28

Date: 11/3/2007

Series 24

Date: 6/22/1998

FINRA

Investors' Exchange LLC

Current Firm

LEGACY INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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