Tanner Lance Harris
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Integrated Wealth Concepts LLCFeb 2026 to May 2026
- LPL FinancialOct 2025 to May 2026
- Reserve InvestmentOct 2025 to May 2026
- UnemployedJul 2025 to Oct 2025
- Pacific Management Company (pimco)Aug 2024 to Jun 2025
- UnemployedJun 2024 to Jul 2024
- Pacific Investment Management Company (pimco)Jun 2023 to Aug 2023
- Seacliff Country Club/the Huntington Club/spanish Hills CountryOct 2020 to Jul 2022
- Chapman UniversityAug 2020 to May 2024
- Huntington Beach High SchoolAug 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8173874
- Firm CRD
- 7691