Stephen F Neeley
Investment adviser representative at Harold Dance Investments
27 yearsExperience
1 stateRegistered in
$158MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Harold Dance InvestmentsApr 2005 to now
- Harold Dance BrokerageMay 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Harold Dance Investments
Legal name: Harold W. Dance Inc.
$158MAssets managed
306Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3235100
- Firm CRD
- 1582