Daniel Richard Harvey
Investment adviser representative at Aull & Monroe
10 yearsExperience
1 stateRegistered in
$323.2MFirm assets
36 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.
- Portfolio management
Experience
10 years in the industry.
- Aull & MonroeJun 2026 to now
- Roberts Wealth ManagementJan 2026 to May 2026
- Johnstone Adams, LLCAug 2025 to Dec 2025
- Persons Services Corp.Feb 2025 to Aug 2025
- Johnstone Adams, LLCDec 2023 to Jan 2025
- Wilkins Miller, LLCJan 2023 to Dec 2023
- Big Time DinerMay 2022 to Dec 2022
- Ums-wright Preparatory SchoolJun 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
Aull & Monroe
Legal name: Aull & Monroe Investment Management Corp
$323.2MAssets managed
190Clients
6Advisers
36 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
- 8311444
- Firm CRD
- 104830