Zaneilia A. Harris
Professional summary
Zaneilia Arnicia Harris, CFP®, who also goes by Zaneilia Arnicia Smith, is a registered financial advisor currently at HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC located in Upper Marlboro, Maryland.
Zaneilia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Zaneilia has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zaneilia Arnicia Harris's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
July 9, 2009 - Present
HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC
March 27, 2008 - March 16, 2009
PNC WEALTH MANAGEMENT LLC
March 27, 2008 - March 16, 2009
PNC WEALTH MANAGEMENT LLC
October 18, 2006 - March 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 3, 2006 - March 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 10, 2004 - September 15, 2006
CETERA WEALTH SERVICES, LLC
February 11, 2002 - July 2, 2002
CITICORP INVESTMENT SERVICES
July 11, 2000 - December 4, 2001
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2022)
(7/9/2009)
(1/12/2022)
(7/29/2021)
Exams
Current Firm
HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC
CRD#: 149577 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 179 |
| AUM (Assets Under Management) | $ 18,991,278 |
Red Flags
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