Eldon Sidney Harris

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 12/2014 → 04/2017
  Cco Investment Services Corp
  Greenbush, NY
• 04/2017 → 11/2018
  Lpl Financial Llc
  Albany, NY
• 04/2017 → 11/2018
  Sefcu
  Albany, NY
• 11/2018 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2018 → 03/2022
  Bank Of America, N.A.
  New York, NY
• 03/2022 → 01/2025
  Morgan Stanley Smith Barney Llc
  Kingston, NY
• 04/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  Latham, NY

Previous Registrations

• 2018-11-13 → 2022-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, NY
  Clifton Park, NY
• 2017-04-24 → 2018-12-07
  Lpl Financial Llc
  Albany, NY
• 2014-12-19 → 2017-04-10
  Citizens Securities, Inc.
  Saratoga Springs, NY
  E. Greenbush, NY
  Latham, NY
  Wynantskill, NY
  Latham, NY
  Saratoga Springs, NY
  Albany, NY
  Albany, NY
  Albany, NY
  Delmar, NY

Other Businesses

*490208 - AGAPE REALTY GROUP; Investment related Yes; ALBANY, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 1; Administrative *490221 - Metropolitan NTM Baptist Church; Investment related No; Albany, New York; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 2; Labor/Service *647214- Sale of Sports Cards; Investment related: No; Albany, New York; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 20; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23
• S63 Uniform Securities Agent State Law Examination
  2005-09-27

Other Names

• Eldon Sidney Harris
• Eldon Harris