Anthony Harris, financial advisor Chicago IL
93 score

Anthony Harris

CRD Number: 4457220
Current Firm: Pt Asset Management, LLC

Anthony Harris (CRD# 4457220) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Performance Trust Investment Advisors, LLC Chicago, IL May 2009 - Current 7
Performance Trust Capital Partners, LLC Chicago, IL Feb 2009 - Current 7
Houlihan Smith & Company Chicago, IL Jan 2009 - Jan 2009 < 1
Unemployed Western Springs, IL Nov 2008 - Jan 2009 < 1
Six Degrees Capital Chicago, IL Feb 2007 - Nov 2008 1
Harris Nesbitt Gerard, Inc. New York, NY Nov 2003 - Feb 2007 3
Bmo Nesbitt Burns Corp Chicago, IL Aug 2001 - Feb 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Anthony J. Harris
Phone Number: 312-521-1000
Firm Website: http://www.ptam.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,549
    MILLIONS
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $9,932,495
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MN, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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