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Brett Philip Harris

Allsquare Wealth Management, LLC

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About Brett Philip Harris

Brett Philip Harris is a financial advisor at Allsquare Wealth Management, LLC in Albany, New York. Brett has been in the financial industry since 2008 and has experience working with high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. Brett holds FINRA Series 6, 7, 63 and 66 licenses and the SIE exam. Brett offers financial planning and portfolio management services.

Firm Information

Brett Harris is currently registered with Allsquare Wealth Management, LLC. Allsquare Wealth Management, LLC is an investment advisory firm headquartered in Albany, NY. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages over $268 million in regulatory assets under management. They have a team of 4 investment advisor representatives and 3 registered representatives.
Allsquare Wealth Management, LLC

200 GREAT OAKS BLVD

ALBANY, NY 12203

$268.99M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Harris’s Registration & Firm History

NY

08/19/2021 - Present

Allsquare Wealth Management, LLC (ALBANY NY)

NY

10/20/2010 - 08/04/2016

LPL FINANCIAL LLC (AMSTERDAM NY)

NY

05/14/2009 - 10/19/2010

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

NY

05/05/2008 - 10/02/2008

WADDELL & REED, INC. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 09/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Philip Harris.
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