Brett Philip Harris
Investment adviser representative at Allsquare Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$307.8MFirm assets
16 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allsquare Wealth Management, LLCJul 2016 to now
- Purshe Kaplan Sterling InvestmentsJul 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Allsquare Wealth Management, LLC
$307.8MAssets managed
436Clients
4Advisers
16 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
- 5478362
- Firm CRD
- 153591