DS
David Shelton
HARVARD AVENUE INVESTMENT ADVISORY
Queen Creek, AZ
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CRD#: 8300810
DS
David SheltonHARVARD AVENUE INVESTMENT ADVISORY
Professional summary
David Shelton is a registered financial advisor currently at HARVARD AVENUE INVESTMENT ADVISORY located in Queen Creek, Arizona.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Shelton'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®
NoneExperience
Current
July 2, 2026 - Present
HARVARD AVENUE INVESTMENT ADVISORY
RIA
CRD#: 291787
Queen Creek, AZ
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
Arizona(7/2/2026)
Current Firm
HA
HARVARD AVENUE INVESTMENT ADVISORY
HARVARD AVENUE | HARVARD AVENUE INVESTMENT ADVISORY | HARVARD AVENUE CONSULTANTS, LLC
CRD#: 291787 / SEC#:
Arizona
Registered Investment Advisory firm - (2/27/2018 Approved)Texas
Registered Investment Advisory firm - (12/11/2021 Approved)Utah
Registered Investment Advisory firm - (5/18/2018 Approved)Loading...
Contact information
Main Address
Gilbert, AZ
Mailing Address
Phone number
(480) 236-0714
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 487 |
| AUM (Assets Under Management) | $ 56,974,658 |
Red Flags
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