George
Harris
Bny Advisors
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About this Advisor
George Harris is a financial advisor based in Pennington, New Jersey, working with Bny Advisors. George has previously held positions at Morgan Stanley, Pershing LLC, Lockwood Advisors Inc, Bny Mellon Securities Corporation, and Bny Mellon Advisors, Inc. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, George is part of Bny Advisors, which operates out of Pennington, New Jersey. The firm has 3 offices and 80 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Bny Advisors includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bny Advisors Brokerage Details
$19,689,689,740
80
103,756
$189,769
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
George Harris Work History
Bny Mellon Securities Corporation
Bny Mellon Advisors, Inc
Pershing LLC
Lockwood Advisors Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of George Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bny Advisors
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
Pennington, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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