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Gary S. Harris
S HARRIS FINANCIAL GROUP
San Antonio, TX 78249
Some features on this profile are disabled
CRD#: 6128900
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Professional summary
Gary Scott Harris, who also goes by G Scott Harris, Gary Scott Harris, Scott Gary Harris, Scott Harris, is a registered financial advisor currently at S HARRIS FINANCIAL GROUP, LLC located in San Antonio, Texas.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gary has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 99, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
G Scott Harris | Gary Scott Harris | Scott Gary Harris | Scott 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.
(1) Harris Hullabaloo, LLC; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Rental Property; Managing Member; Investment Related- Yes; 08/26/2022; 2-10 Hours per month; 0-1 Hours per month during trading hours; Property Manager (2) Harris Ventures and Analysis; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Business Consulting and Asset Holding Company; Partner; Investment Related- No; 06/01/2015; 2-10 Hours per month; 2-10 Hours per month during trading hours; General Management (3) Just Piddlin' LLC; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Personal/Private Property, Non-Revenue Generating; Member; Investment Related- No; 01/01/2023; 0-1 Hours per month; 0-1 Hours per month during trading hours; General Management (4) S. Harris Ventures, LLC; 4456 Lockhill Selma Rd Ste 101, San Antonio, TX, 78249, United States; Managing Member; Owner/Proprietor; Investment Related- Yes; 07/01/2015; 11-20 Hours per month; 2-10 Hours per month during trading hours; Asset holding company (5) Harris Blessings LLC; 212 Bentley Manor, Shavano Park, TX, 78249, United States; Member; Investment Related- Yes; 03/15/2024; 0-1 Hours per month; 0-1 Hours per month during trading hours; General Management
CRS (Client Relationship Summary) - RIA
Click below to view Gary Scott 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®
NoneExperience
Current
August 9, 2016 - Present
S HARRIS FINANCIAL GROUP, LLC
Office #1: 4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249RIA
CRD#: 151899
San Antonio, TX
Past
September 11, 2020 - October 15, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SAN ANTONIO, TX
Past
June 13, 2016 - October 15, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SAN ANTONIO, TX
Past
January 14, 2013 - February 18, 2015
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
SAN ANTONIO, TX
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".
SH
S HARRIS FINANCIAL GROUP, LLC
HARRIS MARTIN FINANCIAL, LLC | S HARRIS FINANCIAL GROUP, LLC
CRD#: 151899 / SEC#: 801-131466
RIA
Registered Investment Advisory firm - (11/18/2024 Approved)Texas
Registered Investment Advisory firm - (11/22/2024 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(8/9/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SH
S HARRIS FINANCIAL GROUP, LLC
HARRIS MARTIN FINANCIAL, LLC | S HARRIS FINANCIAL GROUP, LLC
CRD#: 151899 / SEC#: 801-131466
RIA
Registered Investment Advisory firm - (11/18/2024 Approved)Texas
Registered Investment Advisory firm - (11/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249
Mailing Address
Phone number
(210) 547-3450
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 889 |
| AUM (Assets Under Management) | $ 351,891,793 |
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.
