Kyle Brendan Harvey
Professional Summary
Kyle Brendan Harvey is a registered financial advisor currently at OPTIMA CAPITAL LLC located in Visalia, California. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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INTERACTIVE FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Disclosures on record.
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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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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OSAIC WEALTH, INC.
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
OPTIMA CAPITAL LLC | PREMIER NETWORK
Contact Information
Main Address
500 Sw 116th Ave. Suite 400, Beaverton, OR 97225Mailing Address
10940 Sw Barnes Road # 127, Portland, OR 97225Phone Number
(503) 270-1314# of Employees
7SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,581AUM (Assets Under Management)
$379,783,137Similar Advisors
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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INTERACTIVE FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
OSAIC WEALTH, INC.
Primary Firm SEC Registration
OPTIMA CAPITAL LLC | PREMIER NETWORK
State Registrations and Notice Filings
(3/7/2023)
(8/9/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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CRS (Client Relationship Summary) - RIA
Click below to view Kyle Brendan Harvey's CRS (Customer Relationship Summary).
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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