Eldon
Harris
Morgan Stanley
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About this Advisor
Eldon Harris is a financial advisor who works out of Kingston, New York with 1 year of industry experience. Harris is currently employed by Morgan Stanley. During their career, Harris has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cco Investment Services Corp, Lpl Financial LLC, Sefcu, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Harris has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in New York and Texas. Morgan Stanley is a firm headquartered in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets among its 2,233,188 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Morgan Stanley can be comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Eldon Harris Work History
Eldon has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lpl Financial LLC
Sefcu
Cco Investment Services Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eldon 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 Morgan Stanley
Atlanta, GA
Purchase, NY
Miami, FL
Pasadena, CA
Walnut Creek, CA
Lutherville Timonium, MD
Pueblo, CO
Menlo Park, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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