Brett Harris (CRD# 5478362) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 16 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Current | 7 |
| Allsquare Wealth Management, LLC | Albany, NY | Jul 2016 - Current | 7 |
| Lpl Financial, LLC | Amsterdam, NY | Oct 2010 - Jul 2016 | 5 |
| First Niagara Securities | Amsterdam, NY | Oct 2010 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- NY
- TX
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Total Assets Under Management269MILLIONS
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Total Number of Accounts454ACCOUNTS
-
Average Account Value$592,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NC, NH, NY, SC, TX
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