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Christopher R. Harris

ZEVIN ASSET MANAGEMENT
BOSTON, MA 02109
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CRD#: 6490148
CH
Christopher Robbi HarrisZEVIN ASSET MANAGEMENT

Professional summary


Christopher Robbi Harris is a registered financial advisor currently at ZEVIN ASSET MANAGEMENT, LLC located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance


Always Fiduciary

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.
TRANSFORMATIVE CULTURE PROJECT POSITION: To serve as Treasurer on the Board of Directors NATURE: The Transformative Culture Project works with youth and adult artists to help them create social and economic power through their art. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/25/2022 ADDRESS: 572 Columbia Road, Dorchester MA 02125, United States DESCRIPTION: To serve as Treasurer on the Board of Directors of Transformative Culture Project, a not-for-profit youth arts organization.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Robbi Harris's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 16, 2022 - Present

ZEVIN ASSET MANAGEMENT, LLC

Office #1: 2 Oliver Street Suite 806, Boston, MA 02109
RIA
CRD#: 165269
BOSTON, MA
Past

June 18, 2018 - May 27, 2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CAMBRIDGE, MA
Past

June 14, 2018 - May 27, 2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CAMBRIDGE, MA
Past

October 13, 2015 - May 23, 2018

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

August 4, 2015 - May 23, 2018

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, MA

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".
ZA
ZEVIN ASSET MANAGEMENT, LLC
ZEVIN ASSET MANAGEMENT, LLC

CRD#: 165269 / SEC#: 801-77093

RIA
Registered Investment Advisory firm - (9/11/2012 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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(6/16/2022)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 8/4/2015
General Securities Representative Examination

Current Firm


ZA
ZEVIN ASSET MANAGEMENT, LLC
ZEVIN ASSET MANAGEMENT, LLC

CRD#: 165269 / SEC#: 801-77093

RIA
Registered Investment Advisory firm - (9/11/2012 Approved)
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Contact information


Main Address
2 Oliver Street Suite 806, Boston, MA 02109
Mailing Address
Phone number
(617) 742-6666
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (19 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ZEVIN ASSET MANAGEMENT LLC BROCHURE (3/26/2026)

Regulatory assets under management


Total Number of Accounts769
AUM (Assets Under Management)$ 1,020,376,296

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2026
Cover Page
03/27/2025
04/17/2024

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


ZEVIN ASSET MANAGEMENT, LLC

CRD#: 165269Boston, MA 02109

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