Sanders Morris Harris LLC

Sanders Morris Harris LLC (CRD# 20580) is a financial advisory firm headquartered in Houston, TX. They manage $117,316,913 in 482 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $243,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Sanders Morris Harris LLC
Showing 1 - 10 of 13 top financial advisors.
1
Donna H. Binion
CRD#: 3081152
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Donna Binion (CRD# 3081152) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 19 years of experience in the finance industry.

2
Robert R. Devlin
CRD#: 4389442
10155 York Road, Suite 105, Hunt Valley, MD 21030
93
Wealthminder
score

Robert Devlin (CRD# 4389442) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Hunt Valley, MD and has over 15 years of experience in the finance industry.

3
Brede C. Klefos
CRD#: 704008
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Brede Klefos (CRD# 704008) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 38 years of experience in the finance industry.

4
Sumeet K. Rai
CRD#: 2366923
600 Travis, Suite 5900, Houston, TX 77002
93
Wealthminder
score

Sumeet Rai (CRD# 2366923) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 24 years of experience in the finance industry.

5
Lane Moore
CRD#: 6444928
6900 North Dallas Parkway, Suite 630, Plano, TX 75024
89
Wealthminder
score

Lane Moore (CRD# 6444928) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Plano, TX and has over 3 years of experience in the finance industry.

6
Stephen W. Fitzpatrick
CRD#: 2260159
6900 North Dallas Parkway, Suite 630, Plano, TX 75024
88
Wealthminder
score

Stephen Fitzpatrick (CRD# 2260159) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Plano, TX and has 1 year of experience in the finance industry.

7
George H. Arnold
CRD#: 1779940
600 Travis, Suite 5900, Houston, TX 77002
83
Wealthminder
score

George Arnold (CRD# 1779940) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 30 years of experience in the finance industry.

8
David L. Hunt
CRD#: 2772872
600 Travis, Suite 5900, Houston, TX 77002
83
Wealthminder
score

David Hunt (CRD# 2772872) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 21 years of experience in the finance industry.

9
Erick G. Kuebler
CRD#: 2319437
6900 North Dallas Parkway, Suite 630, Plano, TX 75024
83
Wealthminder
score

Erick Kuebler (CRD# 2319437) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Plano, TX and has over 25 years of experience in the finance industry.

10
Donald A. Sanders
CRD#: 410116
600 Travis, Suite 5900, Houston, TX 77002
83
Wealthminder
score

Donald Sanders (CRD# 410116) is an Investment Advisor Representative working at Sanders Morris Harris LLC in Houston, TX and has over 36 years of experience in the finance industry.

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