Unclaimed Profile

Douglas Lewis Anderson

HARRIS MYCFO, LLC·PALO ALTO, California

SIE, Series 3, Series 7TO, Series 30, Series 66CFAClean record20 years registeredHARRIS MYCFO, LLC

2200 GENG ROAD, PALO ALTO, CA 94303CRD# 5081270Firm CRD# 110264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Lewis Anderson · PALO ALTO, CA

Registration

CRD #5081270 · HARRIS MYCFO, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Sep 2019 – present

MORGAN STANLEY

Aug 2019 – present

BMO FAMILY OFFICE, LLC

Jan 2006 – Aug 2019

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 30

Series 66

Registration record

First registered · January 10, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO FAMILY OFFICE, LLC

CRD 110264 · SEC 801-56868

AUM

$6.1B

Regulatory assets under management

Employees

135

8,375 client accounts

Services offered by BMO FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BMO FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Lewis Anderson offer?

Douglas Lewis Anderson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Douglas Lewis Anderson's credentials?

Douglas Lewis Anderson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Lewis Anderson located?

Douglas Lewis Anderson is based in PALO ALTO, California, working with HARRIS MYCFO, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Douglas Lewis Anderson charge for services?

Douglas Lewis Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARRIS MYCFO, LLC?

HARRIS MYCFO, LLC has approximately 135 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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