Gail M Harris
Investment adviser representative at Wealthspire Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$34.3BFirm assets
Are you Gail M Harris? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthspire AdvisorsJun 2018 to now
- Key BankMar 2017 to May 2018
- Bank of America, N.A.May 2014 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2662316
- Firm CRD
- 106181