EH
EH

Eldon Harris

20 Years of Experience
Albany, NY
Broker

Eldon Harris is a registered investment advisor at Morgan Stanley, based in Albany, NY, with 20 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

Albany, NY

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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

Eldon is a sole proprietor/owner of Agape Realty Group since 2015 and a partner at Cornerstone Estates LLC since 2024, both real estate businesses. He is also a board member at Metropolitan NTM Baptist Church since 2017.

Employment History
Current Registrations
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - March 2022 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - March 2022 · 3 yrs 4 mos
LPL Financial LLC
April 2017 - December 2018 · 1 yr 8 mos
LPL Financial LLCBroker
April 2017 - December 2018 · 1 yr 8 mos
Citizens Securities, INC.
December 2014 - April 2017 · 2 yrs 4 mos
Citizens Securities, INC.Broker
December 2014 - April 2017 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - December 2014 · 3 yrs 6 mos
Key Investment Services LLCBroker
December 2009 - June 2011 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
March 2009 - November 2009 · 8 mos
Citigroup Global Markets INC.Broker
June 2007 - February 2009 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2006 - June 2007 · 1 yr 3 mos
First Investors CorporationBroker
September 2005 - February 2006 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.