Harris And Harris Wealth Management Group, LLC

Harris And Harris Wealth Management Group, LLC (CRD# 149577) is a financial advisory firm headquartered in , . They manage $3,165,630 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Harris And Harris Wealth Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Zaneilia A. Harris
CRD#: 4188534
Upper Marlboro, MD

Zaneilia Harris (CRD# 4188534) is an Investment Advisor Representative working at Harris And Harris Wealth Management Group, LLC in Upper Marlboro, MD and has over 16 years of experience in the finance industry. Zaneilia Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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