Craig S 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

• 01/2020 → Present
  Morgan Stanley Smith Barney Llc
  Asheville, NC
• 04/2011 → 01/2020
  Wells Fargo
  Asheville, NC
• 03/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2002-11-06 → 2006-03-06
  Regions Investment Management, Inc.
  Birmingham, AL
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02
• S63 Uniform Securities Agent State Law Examination
  1991-06-01

Other Names

• Craig Stephen Harris