Broker Check

Meet Harvey Small

Harvey A. Small, CLU

Retirement Planning Specialist



I have been involved in the financial service industry since 1986. I am a registered Representative and Investment Advisor Representative of Equitable Advisors,LLC and an agent of Equitable Network. In addition I offer products from over 100 other companies through Equitable Network, LLC.

I graduated with a bachelor's degree in management from Temple University. I received the designation of Chartered Life Underwriter(CLU) from the American College and Life Underwriter Training Council Fellow (LUTCF). I have also earned a certificate in Retirement Planning from The Wharton School University of Pennsylvania, and have been awarded Equitable Advisors Retirement Planning Specialist title for completing the Equitable AT Retirement educational program. Only a select group of Equitable Advisors financial professionals nationwide completed this elite program.

FINRA Registrations: Series 6, Series 7, Series 63, Series 65

I have dedicated my career to providing a full range of services and quality products. I help meet the needs of successful professionals, business owners, baby boomers,and retired individuals. My practice concentrates on retirement, estate planning and income and asset protection. Through outstanding service and a committment to excellence, I have built a solid client base and expanded my business through referrals from satisfied clients.

My experience has been recognized by the financial community as evidenced by my election into various organizations. I have been a qualifying and life member of the Million Dollar Round Table and a member of the Society of Financial Service Professionals.

I am totally committed to providing service for my clients through knowledge, continuing education and perseverance. My goal is to always serve my clients with excellence. I believe that "the difficult takes a while, the impossible a little longer."

Thank you for visiting.