MH
MH

Mark Harris

42 Years of Experience
San Francisco, CA
Broker

Mark Harris is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

101 California Street 23rd Floor, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark is a board member of the San Francisco Wine & Food Society since 2022. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Morgan Stanley
July 1997 - August 2006 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1984 - August 2006 · 22 yrs 1 mo
Charles Schwab & CO., INC.Broker
July 1983 - June 1984 · 11 mos
State Registrations40 states
ARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNHNJNMNVNYOHORPAPRRISCTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.