Brad Alan Harris
Investment adviser representative at Bellars Harris Wealth Management
21 yearsExperience
1 stateRegistered in
$505.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bellars Harris Wealth Management, LLCJan 2026 to now
- Cpc Advisors, LLCApr 2022 to Jan 2026
- Raymond James Financial Services, Inc.May 2020 to Jan 2026
- Raymond James Financial Services Advisors, Inc.May 2020 to May 2022
- Bank of America, N.A.Dec 2009 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith Inc.Apr 2005 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (VA).
Bellars Harris Wealth Management
Legal name: Bellars Harris Wealth Management, LLC
$505.4MAssets managed
299Clients
6Advisers
Under 1 yearIn 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
- 4492677
- Firm CRD
- 338986