Toby Scott Harris
Investment adviser representative at Eq Wealth Advisors
12 yearsExperience
1 stateRegistered in
$617MFirm assets
3 yearsFirm 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 assets
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.
- Eq Wealth Advisors, LLCNov 2022 to now
- Purshe Kaplan Sterling InvestmentsDec 2022 to Dec 2025
- Commonwealth Financial NetworkApr 2014 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eq Wealth Advisors
Legal name: Eq Wealth Advisors, LLC
$617MAssets managed
309Clients
3Advisers
3 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
- 4791779
- Firm CRD
- 322294