Contact Information
Detailed Information
14/100
Wealth management +6Verified profile +8
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Brett Harris is a Senior Financial Advisor at AllSquare Wealth Management, a registered investment adviser, serving clients from the Albany, New York area and licensed in New York and Texas. He earned a finance degree from Siena College and an MBA from the College of St. Rose, and has more than a decade in financial services. Earlier in his career he worked at the Ayco Company, a Goldman Sachs company, and at LPL Financial. He has passed the Series 63 and Series 66 exams. His work centers on investment management and financial planning for individuals and families.
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Languages Spoken
English
Fee Structure / Compensation Method
Fee-based