Zaneilia Arnicia Harris

Employer firm

Harris And Harris Wealth Management Group, LLC CRD 149577

$22.4M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Harris And Harris Wealth Management Group, Llc
  Upper Marlboro, MD

Previous Registrations

• 2008-03-27 → 2009-03-16
  Pnc Wealth Management Llc
  Greenbelt, MD
  Mechanicsburg, PA
• 2006-10-18 → 2008-03-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD

Other Businesses

1. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 2. Author / Public Speaker; Investment related; 17541 Eleanor Lane, Upper Marlboro, MD 20774; Approximately 10% of time during the month

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-17
• S63 Uniform Securities Agent State Law Examination
  2000-07-12

Designations

• Certified Financial Planner

Other Names

• Zaneilia Arnicia Smith