Harrison Max Schrier Wirth

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2019 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2015 → 05/2019
  Franklin & Marshall College
  Lancaster, PA
• 06/2018 → 08/2018
  Maxim Group Llc
  New York, NY
• 06/2017 → 08/2017
  Quontic Bank
  Queens, NY
• 12/2023 → Present
  Creative Planning, Llc
  New York, NY
• 08/2022 → Present
  Columbia University
  New York, NY
• 05/2023 → 08/2023
  Sportstars, Inc.
  New York, NY
• 09/2023 → 12/2023
  Wasserman
  Brooklyn, NY

Previous Registrations

• 2020-02-18 → 2022-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Other Names

• Harrison M Wirth
• Harrison Max Schrier Wirth
• Harrison Wirth