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Gail M Harris

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-11
CT RA APPROVED 2018-12-14
  • NY RA
    APPROVED
    Since 2021-03-11
  • CT RA
    APPROVED
    Since 2018-12-14

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 01/2014 02/2017
Bank Of America, N.A. New York NY 05/2014 02/2017
Wealthspire Advisors New York NY 06/2018 Present
Key Bank Norwalk CT 03/2017 05/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-23
S65 Uniform Investment Adviser Law Examination 1995-12-13
S63 Uniform Securities Agent State Law Examination 1995-11-21
  • S66 Uniform Combined State Law Examination
    2014-05-23
  • S65 Uniform Investment Adviser Law Examination
    1995-12-13
  • S63 Uniform Securities Agent State Law Examination
    1995-11-21
Designations
Other Names
  • Gail Baker
  • Gail M Baker
  • Gail Marie Harris
  • Gail Marie Baker

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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