Gregory Harris, financial advisor Beachwood OH

Gregory Harris

CRD Number: 4307782
Current Firm: Tyler-stone Wealth Management, LLC

Gregory Harris (CRD# 4307782) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Beachwood, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Tyler-stone Wealth Management, LLC Shaker Heights, OH Jan 2015 - Current 9
Lpl Financial Llc (f/k/a Linsco Private Ledger) Shaker Heights, OH Nov 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Gregory J. Harris
Phone Number: 216-295-0945
Firm Website: https://www.harrisfs.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    460
    MILLIONS
  • Total Number of Accounts
    1,599
    ACCOUNTS
  • Average Account Value
    $287,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MA, NC, NH, NY, OH, PA, SC, TX

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