Marcus B. Harris
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MONKTON, MD
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CRD#: 4970849
Professional summary
Marcus Barry Harris, CFP®, who also goes by Marcus B Harris, Marcus Barry Harris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Monkton, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Marcus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Marcus has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
My role is to listen to clients, and leverage my extensive financial knowledge to help them come up with prudent and predictable strategies to address their financial concerns. Avoiding financial jargon, I talk with clients as friends. I am well versed in retirement planning, tax efficient investing, estate planning considerations, gifting strategies, Social Security, and asset preservation. I am an avid reader, and seek to continuously hone my craft to better help clients.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Marcus B Harris | Marcus Barry Harris
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Barry Harris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Education
Towson University
Bachelor of Business Administration - Marketing and Management
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 610 York Road, Towson, MD 21204RIA
CRD#: 104555
MONKTON, MD
Current
July 16, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MONKTON, MD
Past
July 19, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TOWSON, MD
Past
August 1, 2005 - June 4, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PIKESVILLE, MD
Past
July 14, 2005 - June 4, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PIKESVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(6/4/2021)
RR
Arizona(4/16/2020)
RR
California(8/10/2017)
RR
Colorado(8/10/2017)
RR
Connecticut(4/16/2020)
RR
Delaware(7/16/2010)
RR
District of Columbia(4/9/2021)
RR
Florida(7/16/2010)
RR
Georgia(4/16/2020)
RR
Illinois(8/10/2017)
RR
Indiana(4/16/2020)
RR
Kansas(4/16/2020)
RR
Kentucky(4/16/2020)
RR
Maine(8/10/2017)
RR
Maryland(7/16/2010)
IAR
Maryland(3/31/2025)
RR
Massachusetts(8/10/2017)
RR
Michigan(3/4/2022)
RR
Minnesota(4/16/2020)
RR
Mississippi(4/16/2020)
RR
Missouri(6/4/2021)
RR
Nebraska(8/13/2021)
RR
Nevada(2/12/2021)
RR
New Hampshire(2/12/2021)
RR
New Jersey(8/10/2017)
RR
New York(8/10/2017)
RR
North Carolina(8/10/2017)
RR
Ohio(8/19/2021)
RR
Oregon(4/16/2020)
RR
Pennsylvania(7/16/2010)
RR
Rhode Island(10/11/2013)
RR
South Carolina(8/10/2017)
RR
Texas(8/10/2017)
IAR
Texas(3/31/2025)
RR
Vermont(8/10/2017)
RR
Virginia(7/16/2010)
RR
Washington(3/12/2021)
RR
Wyoming(3/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Monkton, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
