Shayna L. Harvey

INSIGHT TOTAL STEWARDSHIP

Havertown, PA 19083

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CRD#: 4192481

Professional summary

Shayna Lynne Harvey, CFP®, who also goes by Shayna Lynne Lear, Shayna Lear, is a registered financial advisor currently at INSIGHT TOTAL STEWARDSHIP located in Havertown, Pennsylvania.

Shayna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shayna has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shayna Lynne Lear | Shayna Lear

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 Shayna Lynne Harvey'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 7, 2016 - Present

INSIGHT TOTAL STEWARDSHIP

Office #1: 525 West Chester Pike Suite 312, Havertown, PA 19083

RIA

CRD#: 281229

Havertown, PA

Past

June 8, 2010 - December 10, 2015

SIMON CAPITAL MANAGEMENT

RIA

CRD#: 132581

ARDMORE, PA

Past

May 7, 2007 - February 8, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PHILADELPHIA, PA

Past

May 4, 2007 - February 8, 2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PHILADELPHIA, PA

Past

July 14, 2003 - February 1, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CONSHOHOCKEN, PA

Past

July 18, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 18, 2000 - February 1, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CONSHOHOCKEN, PA

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/7/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/10/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/2000

General Securities Representative Examination

Current Firm

INSIGHT TOTAL STEWARDSHIP

INSIGHT TOTAL STEWARDSHIP | THE INSIGHT ADVISORY GROUP, LLC | ITS

CRD#: 281229 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/7/2016 Approved)

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Contact information

Main Address

525 West Chester Pike Suite 312, Havertown, PA 19083

Mailing Address

Phone number

(484) 455-7875

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 20,148,665

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Shayna L. Harvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shayna Lynne Harvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT TOTAL STEWARDSHIP

SIMON CAPITAL MANAGEMENT

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/10/2000

Series 7

Date: 7/17/2000

Current Firm

INSIGHT TOTAL STEWARDSHIP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT TOTAL STEWARDSHIP

TRUST BUT VERIFY

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