Eldon Harris (CRD# 4994519) is an Investment Advisor Representative working at Morgan Stanley in Kingston, NY and has over 18 years of experience in the finance industry.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 2067075
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a. | New York, NY | Apr 2022 - Current | 2 |
Morgan Stanley Smith Barney LLC | Kingston, NY | Mar 2022 - Current | 2 |
Bank Of America, N.a. | New York, NY | Dec 2018 - Mar 2022 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Nov 2018 - Mar 2022 | 3 |
Sefcu | Albany, NY | Apr 2017 - Nov 2018 | 1 |
Lpl Financial LLC | Albany, NY | Apr 2017 - Nov 2018 | 1 |
Cco Investment Services Corp | Greenbush, NY | Dec 2014 - Apr 2017 | 2 |
Bank Of America, N.a. | Albany, NY | Oct 2011 - Dec 2014 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany, NY | Jun 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2005 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- NY
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.