Christopher R. Harris
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robbi Harris's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2022 - Present
ZEVIN ASSET MANAGEMENT, LLC
Office #1: 2 Oliver Street Suite 806, Boston, MA 02109June 18, 2018 - May 27, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 14, 2018 - May 27, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 13, 2015 - May 23, 2018
MORGAN STANLEY
August 4, 2015 - May 23, 2018
MORGAN STANLEY
Primary Firm SEC Registration
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269 / SEC#: 801-77093
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2022)
Exams
Current Firm
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269 / SEC#: 801-77093
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 892,943,116 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 04/17/2024 | ||
| 04/05/2023 |
Red Flags
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Company Information
ZEVIN ASSET MANAGEMENT, LLC
CRD#: 165269Boston, MA 02109TRUST BUT VERIFY
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