Steve Lee Harvey
Portfolio Manager-Equities at ML&R Wealth Management LLC
Profile
Mr. Steve L.
Harvey, CPA, is a Wealth Management Partner at ML&R Wealth Management LLC.
He received Bachelor of Business Administration in Accounting from Texas State University.
Steve Lee Harvey active positions
| Companies | Position | Start |
|---|---|---|
ML&R Wealth Management LLC
 ML&R Wealth Management LLC Investment ManagersFinance ML&R Wealth Management LLC (ML&R) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 1997. In 2024, Creative Planning LLC acquired the firm from Maxwell Locke & Ritter LLP. ML&R serves individuals, families, business owners, and non-profit organizations with personal wealth management services. | Portfolio Manager-Equities | 2000-05-31 |
Training of Steve Lee Harvey
| Texas State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
ML&R Wealth Management LLC
ML&R Wealth Management LLC Investment ManagersFinance ML&R Wealth Management LLC (ML&R) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 1997. In 2024, Creative Planning LLC acquired the firm from Maxwell Locke & Ritter LLP. ML&R serves individuals, families, business owners, and non-profit organizations with personal wealth management services. | Finance |
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- Steve Lee Harvey
