Brett Harris

from Allsquare Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Brett Harris is a financial advisor based in New York, Albany, with 17 years of experience. Brett currently works for Allsquare Wealth Management, LLC. Brett maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined 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 advisory firm based in Albany, New York. It currently has approximately $254,018,321 of assets under management and employs about 5 people. 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

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