Sonja Harris
Sonja Harris is a registered investment advisor at Cetera Investment Advisers LLC, based in Baltimore, MD, with 17 years of industry experience. Sonja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6100 Baltimore National Pike, Ste 103, Baltimore, MD, 21228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sonja is an independent insurance agent selling fixed insurance products since 2014, dedicating about a quarter of her time. She is also a registered representative with Rosenthal Wealth Management Group, selling fixed insurance, securities, and investment products, which takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations27 states
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