BH
Brett Harris
from Allsquare Wealth Management, LLC
Brett Harris is a financial advisor based in New York, Albany,
with 1 years of experience. Brett currently works for
Allsquare Wealth Management, LLC.
Brett maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brett Harris works at Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC is a financial advisor based in Albany, New York. It currently has around $254,018,321 of assets under management and employs approximately 5 people. The main advice areas covered by Allsquare Wealth Management, LLC are: financial planning services and portfolio management for individuals and/or small businesses. Allsquare Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
200 Great Oaks Blvd, Suite 219, Albany, New York, 12203