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CH

Chris R. Harris

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CRD#: 237770
CH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chris Raymond Harris was a registered financial professional .

Chris is a previously registered financial professional and started their career in finance in 1972. Chris had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 1, Series 53, F04, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 13, 2014 - November 27, 2017

QUINCY CASS ASSOCIATES, INCORPORATED

BD
CRD#: 686
LOS ANGELES, CA
Past

October 9, 2014 - November 27, 2017

QUINCY CASS ASSOCIATES, INCORPORATED

RIA
CRD#: 686
LOS ANGELES, CA
Past

September 20, 2011 - October 17, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
SEATTLE, WA
Past

May 24, 2011 - October 17, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
SEATTLE, WA
Past

March 15, 2006 - June 2, 2009

NEXCORE FINANCIAL SERVICES, INCORPORATED

RIA
CRD#: 134727
SAN DIEGO, CA
Past

December 2, 2005 - June 2, 2009

NEXCORE CAPITAL, INC.

BD
CRD#: 31893
SAN DIEGO, CA
Past

October 13, 2004 - July 22, 2005

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

June 10, 2003 - December 2, 2003

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

June 22, 2001 - August 7, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

April 8, 1999 - June 18, 2001

QUINCY CASS ASSOCIATES, INCORPORATED

BD
CRD#: 686
LOS ANGELES, CA
Past

November 18, 1996 - March 20, 1999

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

April 9, 1990 - December 30, 1994

UNITED CALIFORNIA SECURITIES, INC.

BD
CRD#: 25307
ENCINO, CA
Past

March 15, 1988 - November 6, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 17, 1985 - March 31, 1988

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
Past

November 14, 1980 - March 18, 1987

TCW, INC.

BD
CRD#: 8272
Past

January 10, 1977 - January 14, 1980

KENNEDY, CABOT & CO.

BD
CRD#: 2417
Past

June 5, 1973 - July 6, 1975

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

January 27, 1972 - June 1, 1973

HAYDEN STONE INC.

BD
CRD#: 972

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/19/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/17/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 1/17/1972
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 8/25/1980
Financial Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


QC
QUINCY CASS ASSOCIATES, INCORPORATED
QUINCY CASS ASSOCIATES, INC. | QUINCY CASS ASSOCIATES, INCORPORATED

CRD#: 686 / SEC#: , 8-5743

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11111 Santa Monica Blvd Suite 1650, Los Angeles, CA 90025
Mailing Address
11111 Santa Monica Blvd. Suite 1650, Los Angeles, CA 90025
Phone number
(310) 473-4411
Established
California since 02/14/1933
Firm type
Corporation
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MINICHIELLO, MARK CHARLESC.E.O / ROSFP / CHIEF COMPLIANCE OFFICER1863304
CHAVEZ, GUADALUPE BENITEZSHARHOLDER4524777
TERRAZAS, REBECCASHAREHOLDER4745911
RAVITZ, JO -ANSHAREHOLDER
ADAMS, DEANNA MARIACHIEF INVESTMENT OFFICER7475707
GUAY, DANIEL ROBERTCHIEF FINANCIAL OFFICER / FINOP4015808

Disclosures


Regulatory Event6
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUINCY CASS ASSOCIATES, INCORPORATED

CRD#: 686

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