Steve Lee Harvey
Portfolio Manager-Equities at ML&R Wealth Management LLC
Steve Lee Harvey active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Steve Lee Harvey
Training of Steve Lee Harvey
| Texas State University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
- Stock Market
- Insiders
- Steve Lee Harvey
- Experience
